Redwheel

RIASEC RegisteredEst. 2013

Total AUM

$4.4B

Discretionary

$4.4B

100% of AUM

Avg account

$438M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Redwheel is a privately held investment manager structured as an LLC and registered with the SEC in 2013. The firm operates as a hedge fund manager that serves institutional clients and runs pooled vehicles; its stated advisory activities include portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Redwheel reports business activity as a CPO/CTA and functions in roles that include sponsor, general partner and managing member of pooled investment vehicles. Its client-facing fee arrangements combine a percentage-of-assets model with performance-based fees and other fee components. Ownership is recorded as a mix of a domestic entity and an individual. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.