Redwood Investments, LLC

RIASEC Registered

Total AUM

$710M

Discretionary

$710M

100% of AUM

Avg account

$8.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 133028
Registered since: October 20, 2004
Website: www.redwoodinv.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government56.48%
Investment Companies29.44%
HNWI9.69%
Charitable Organizations2.36%
Pooled Investment Vehicles1.49%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Redwood Investments, LLC is an institutional registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration in 2004) and serves both individual and family clients as well as institutional clients. Its advisory work focuses on discretionary portfolio management across individuals/small businesses, investment companies, pooled investment vehicles, and institutional or business accounts. The firm charges fees based on a percentage of assets under management. Beyond advisory roles, Redwood appears involved in other industry capacities: it has relationships or registrations consistent with broker-dealer activity, other investment adviser functions, CPO/CTA activity, and roles as sponsor, general partner, or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor and is not a multi-state adviser according to the available profile.