Redwood Advisory LLC

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Assets, Funds, Holdings

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Redwood Advisory LLC
CRD #322770
SEC #801-126440
CIK #
AUM 88.5 M (2026-03-30)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone646-988-5216
Address260 Madison Ave
New York, NY 10016
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
907254361802010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 14 2.8
(b) Individuals (high net worth individuals) 41 83.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 2.2
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 91 88.5
By Discretionary
Discretionary 91 88.5
Non-Discretionary 0 0.0
Total 91 88.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 88.5
Total 91 88.5
Firm Profile (Form ADV)
Clients14
ServesInstitutional, Retail
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