Redwood Grove Capital, LLC

RIASEC RegisteredEst. 2021
Total AUM
$364M
Discretionary
$364M
100% of AUM
Avg account
$364M
Accounts
1
Employees
5
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
286228
Registered since
September 24, 2021
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Redwood Grove Capital, LLC is an SEC-registered hedge fund adviser organized as an LLC and registered in 2021. The firm is owner-operated (individual owner type) and reports an institutional client base. It functions as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles. Fee arrangements include a percentage-of-AUM component plus other fees. The firm identifies itself as an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Shahriq Sheikh

    Shahriq Sheikh

    Chief Operating Officer and Chief Compliance OfficerCRD 5850691

Contacts

3 of 3
  • Gregory Serrurier

    Gregory Serrurier

    Founding PartnerCRD 2128621

  • Grzegorz Parosa

    PartnerCRD 7965737

  • Theodore Roosevelt

    Theodore Roosevelt

    Founding PartnerCRD 4425238

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
445 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth