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Redwood Investment Management, LLC.
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Scottsdale, Arizona
$1.4 billion AUM
2 offices

Redwood Investment Management, LLC. is based in Scottsdale, Arizona and has $1.4 billion in assets under management.

Location
4110 North Scottsdale Rd., Suite 125
Scottsdale, AZ 85251
Contact
$1.4 billion
AUM
16
Employees
AUM Share
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$1,434,611,586
Assets under management
790 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 475 $62,226,616 4% $131,003
High net worth individuals 103 $57,959,570 4% $562,714
Investment companies 8 $981,791,408 68% $122,723,926
Pooled investment vehicles 1 $31,235,415 2% $31,235,415
Pension and profit sharing plans 1 $936,454 0% $936,454
Other investment advisers 2 $300,462,123 21% $150,231,062
Employees Share
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16
Employees
5
Investment analysts
31% of total employees
AUM per employee Share
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$1,434,611,586
Assets under management
$89,663,224
AUM per employee
$286,922,317
AUM per investment analyst
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Compensation

Redwood Investment Management, LLC. makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Redwood Investment Management, LLC. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Model portfolio and sub-adviser to investment advisers
  • and sub-adviser to affiliated investment adviser.
Firm data Share
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CRD number 153,139
SEC number 801-78563
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date March 30, 2020

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