Overview
Assets Under Management: $1.7 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 72
Average Client Assets: $1 million
Frequently Asked Questions
REDWOOD INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133028), REDWOOD INVESTMENTS, LLC is subject to fiduciary duty under federal law.
REDWOOD INVESTMENTS, LLC is headquartered in BOSTON, MA.
REDWOOD INVESTMENTS, LLC serves 72 high-net-worth clients according to their SEC filing dated December 20, 2024. View client details ↓
According to their SEC Form ADV, REDWOOD INVESTMENTS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
REDWOOD INVESTMENTS, LLC manages $1.7 billion in client assets according to their SEC filing dated December 20, 2024.
According to their SEC Form ADV, REDWOOD INVESTMENTS, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.63
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 214
Discretionary Accounts: 214
Regulatory Filings
CRD Number: 133028
Last Filing Date: 2024-12-20 00:00:00
Website: https://alger.com