Redwheel
Firm details
- Headquarters
- London,
- CRD number
- 168656
- Registered since
- September 23, 2013
- Website
- www.redwheel.com
- Custodians
- NORTHERN TRUST GLOBAL SERVICES SE, UK BRANCH, CITI PRIVATE BANK, DESJARDINS TRUST INC, CACEIS BANK, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles94.42%
- Other4.33%
- Investment Companies1.25%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Redwheel operates as a limited liability partnership organized as a hedge fund manager that primarily serves institutional clients. The adviser is SEC-registered since 2013 and is owned by a combination of foreign entities and individuals. Its business mix includes roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor or general partner of pooled investment vehicles. Advisory activities emphasize discretionary portfolio management for investment companies, pooled vehicles, and institutional or business clients. The firm charges a mix of percentage-of-assets and performance-based fees, along with other fee arrangements. Redwheel does not identify as an active ESG investor and is not multi-state registered as an adviser. Its governance and product set position it toward active, institutional-oriented strategies rather than retail advisory work.
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 Equities97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Cressida Williams
CFOCRD 6762390

Huan Ke
Chief Compliance OfficerCRD 5647253

Tord Stallvik
Chief Executive OfficerCRD 2283897
Contacts
3 of 9
Anthony Leness
Managing Partner & Co-FounderCRD 2531211
James Aylett
Head of Client ManagementCRD 8051148
Frances Selby
Registered RepresentativeCRD 1266912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- Verde 10 Bressenden Pl
- Office locations
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