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| Happy Holidays!! thanks for using AUM13F!! |
| Redwood Investment Management LLC
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| CRD # | 153139 |
| SEC # | 801-78563 |
| CIK # | 0001384058, 0001717479, 0000930236, 0001662138 |
| AUM | $2.5 B (2025-03-31) |
| Employees | 31 (19% Investors, 3% Brokers) |
| Phone | 310-272-8185 |
| Address | 4110 N Scottsdale Rd, Ste 125 Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| 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) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Redwood Managed Risk Plus LP | [2013-10-21] | 8.5 | 15.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 0.0 |
| (b) Individuals (high net worth individuals) | 63 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 1.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 0.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,758 | 2.5 |
| By Discretionary | ||
| Discretionary | 1,758 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,758 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 1,758 | 2.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Messinger | 2 | ||
| Redwood Investment Management LLC | 1 | ||
| Redwood Managed Risk GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000930236] | |
| 10-Q | [0000930236] | |
| 3 | [0000930236] | |
| 4 | [0000930236] | |
| 5 | [0000930236] | |
| 8-K | [0000930236] | |
| SC 13G | [0000930236] | |
| 13F-HR | [0001384058] | |
| 13F-NT | [0001384058] | |
| SC 13G | [0001662138] | |
| 13F-HR | [0001717479] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cambria Investment Management LP
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|
CA | 2.7 |
|
Litman Gregory Wealth Management LLC
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|
CA | 2.7 |
|
Port Capital LLC
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|
IL | 2.6 |
|
Infrastructure Capital Advisors LLC
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|
NY | 2.6 |
|
Cyndeo Wealth Partners LLC
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|
FL | 2.6 |
|
Hudson Edge Investment Partners Inc
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|
NJ | 2.6 |
|
Berkshire Asset Management LLC
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|
PA | 2.5 |
|
Chickasaw Capital Management LLC
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|
TN | 2.5 |
|
Eagle Global Advisors LLC
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|
TX | 2.5 |
|
Granite Investment Partners LLC
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|
CA | 2.4 |