REDWOOD INVESTMENTS, LLC

RIASEC RegisteredEst. 2004

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 SEC-registered limited liability company (registered in 2004) that manages portfolios for individuals, families and institutional clients on a percentage-of-AUM fee basis. The firm provides discretionary portfolio management across a range of client types, including individuals/small businesses, investment companies, pooled investment vehicles and institutional entities. Redwood is not identified as an active ESG investor and is not multi-state registered. Beyond advisory work, the firm has several industry roles and affiliations: it is associated with broker-dealer activity, operates as an investment adviser, is linked to CPO/CTA activity, and serves as sponsor/GP/managing member for pooled investment vehicles. The firm does not position itself as a capital allocator in third-party venture/manager selection.