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| Redwood Investment Management LLC
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| |
|---|---|
| CRD # | 153139 |
| SEC # | 801-78563 |
| CIK # | 0001384058, 0001662138, 0000930236, 0001717479 |
| AUM | $2.7 BB (2024-03-29) |
| Employees | 32 (19% Investors, 28% Brokers) |
| Phone | 310-272-8185 |
| Address | 4110 N Scottsdale Rd, Ste 125 Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 18.6 | |
| AMZN | 1,092,997.8 | 13.6 | |
| GOOGL | 1,475,138.5 | 11.0 | |
| TSM | 437,370.3 | 8.4 | |
| DHR | 183,136.1 | 6.5 | |
| NU | 17,702.4 | 6.4 | |
| FRPT | 2,597.1 | 6.1 | |
| MSFT | 1,918,222.4 | 6.0 | |
| FIX | 2,952.9 | 5.9 | |
| AAPL | 2,382,844.0 | 5.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Redwood Managed Risk Plus LP | [2013-10-21] | 8.5 | 15.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 0.0 |
| (b) Individuals (high net worth individuals) | 65 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 11 | 1.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 0.9 |
| (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 | 1,727 | 2.7 |
| By Discretionary | ||
| Discretionary | 1,727 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,727 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 1,727 | 2.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Michael Messinger | 2 | ||
| Redwood Investment Management LLC | 1 | ||
| Redwood Managed Risk GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0000930236] | |
| 10-Q | [0000930236] | |
| 3 | [0000930236] | |
| 4 | [0000930236] | |
| 5 | [0000930236] | |
| 8-K | [0000930236] | |
| SC 13G | [0000930236] | |
| 13F-HR | [0001384058] | |
| SC 13G | [0001662138] | |
| 13F-HR | [0001717479] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Proctor Georganne | |
| Redwood Trust Inc | |
| Debora Horvath D | |
| Kubicek Greg H | |
| Damon Doneene K | |
| Hansen Douglas B | |
| Falcon Armando | |
| Schwartz Faith A | |
| Carillo Brooke | |
| Stone Andrew P | |
| View All | |
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