REDWHEEL
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 166517
- Registered since
- March 20, 2013
- Website
- www.rwcpartners.com
- Custodians
- J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Other54.06%
- Pooled Investment Vehicles34.96%
- Investment Companies10.99%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Redwheel is structured as a limited liability company and is registered with the SEC since 2013. The firm operates as a hedge fund manager serving an institutional client base and is owned by a combination of a domestic entity and an individual. Its business activity profile includes acting as a CPO or CTA and its advisory scope covers portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. The firm charges a mix of percentage-of-AUM and performance-based fees (with other fee arrangements also in use). Redwheel does not identify as an active ESG investor, is not a multistate adviser, and is not listed as a related adviser or pension consultant. It also functions in sponsor/GP and managing-member roles for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
3 of 3TORD STALLVIK
Chief Executive OfficerCRD 2283897
Cressida Williams
CFOCRD 6762390
HUAN KE
Chief Compliance OfficerCRD 5647253
Contacts
3 of 9ANTHONY LENESS
Managing Partner & Co-FounderCRD 2531211
Artur GRIGORYANS
Head of Investment StrategyCRD 7516858
Sunita Patel
Head of MarketingCRD 8051153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2640 S Bayshore Dr
- Time zone
- ET (UTC-5)
- Office locations
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