Redwheel

RIASEC RegisteredEst. 2013

Total AUM

$17.3B

Discretionary

$17.3B

100% of AUM

Avg account

$444M

Accounts

Employees

149

Advisory reps

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

FINTRX

Overview

Redwheel is a limited liability partnership that operates as a hedge fund manager and registered investment adviser (SEC-registered since 2013). Its client base is institutional, and its advisory work centers on portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. The firm also functions in commodity pool/operator roles (CPO/CTA) and acts as sponsor/GP or managing member of pooled vehicles. Its compensation model includes percentage-of-AUM and performance-based fees in addition to other fee arrangements. Redwheel does not present itself as an active ESG investor.