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| Happy Holidays!! thanks for using AUM13F!! |
| Redwood Investment Group Inc
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| CRD # | 168017 |
| SEC # | 801-120258 |
| CIK # | 0001384058, 0001717479, 0000930236, 0001662138 |
| AUM | $176.4 M (2025-06-06) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 707-964-9700 |
| Address | 319 N Main Street Fort Bragg, CA 95437 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 2.4 | ||
| Microsoft Corp | 2.3 | ||
| Amazon Com Inc | 1.5 | ||
| Facebook Inc | 1.4 | ||
| Applovin Corp | 0.8 | ||
| Apple Inc | 0.8 | ||
| Broadcom Inc | 0.6 | ||
| Talen Energy Corp | 0.6 | ||
| Netflix Inc | 0.5 | ||
| Tesla Motors Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 37.7 |
| (b) Individuals (high net worth individuals) | 172 | 130.8 |
| (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 | 3 | 3.6 |
| (h) Charitable organizations | 2 | 3.4 |
| (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 | 4 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 755 | 176.4 |
| By Discretionary | ||
| Discretionary | 755 | 176.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 755 | 176.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.4 | |
| Total | 755 | 176.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000930236] | |
| 10-Q | [0000930236] | |
| 3 | [0000930236] | |
| 4 | [0000930236] | |
| 5 | [0000930236] | |
| 8-K | [0000930236] | |
| SC 13G | [0000930236] | |
| 13F-HR | [0001384058] | |
| 13F-NT | [0001384058] | |
| SC 13G | [0001662138] | |
| 13F-HR | [0001717479] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Redwood Trust Inc | |
| Kubicek Greg H | |
| Proctor Georganne | |
| Debora Horvath D | |
| Schwartz Faith A | |
| Falcon Armando | |
| Hansen Douglas B | |
| Damon Doneene K | |
| Carillo Brooke | |
| Macomber Sasha G. | |
| View All | |
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