REDWOOD PARK ADVISORS
Firm details
- Headquarters
- REDWOOD CITY, California
- CRD number
- 307958
- Registered since
- June 16, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.78%
- Individuals12.8%
- Charitable Organizations0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Redwood Park Advisors is an independent registered investment adviser formed as an LLC. It positions itself as a capital allocator serving both individual and family clients as well as institutional investors. The firm’s advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. Redwood Park is not an ESG-focused investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities74%
- Public Funds/Mutual Funds20%
- US Government Bonds2%
- Private Funds2%
- Cash & Cash Equivalents2%
Contacts
2 of 2DAVID SMITH
Partner and Portfolio ManagerCRD 4892506
BENJAMIN PETTIGREW
Managing PartnerCRD 4798476
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$121M in ETFs
78%
$94.7M
22%
$26.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL) | Goldman Sachs | Passive | Ultrashort Bond | $48.3M | 481,603 | 39.81% |
Location
REDWOOD CITY, CA
SAN MATEO
Location
REDWOOD CITY, CA
Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 3 Twin Dolphin Dr
- Time zone
- PT (UTC-8)
- Office locations
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