|
⚲
|
| Keyboard |
| Redwood Investments LLC
✚
|
|
|---|---|
| CRD # | 133028 |
| SEC # | 801-63597 |
| CIK # | 0001384058, 0000930236, 0001662138, 0001717479 |
| AUM | 710.1 M (2026-05-19) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-467-3000 |
| Address | 265 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 2.9 | ||
| Microsoft Corp | 1.8 | ||
| Amazon Com Inc | 1.5 | ||
| Apple Inc | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Facebook Inc | 1.0 | ||
| Yandex NV | 1.0 | ||
| Broadcom Inc | 0.9 | ||
| Western Digital Corp | 0.7 | ||
| Tesla Motors Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.0 |
| (b) Individuals (high net worth individuals) | 63 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 10 | 0.4 |
| (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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 0.7 |
| By Discretionary | ||
| Discretionary | 85 | 0.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 85 | 0.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.7 | |
| Total | 85 | 0.7 |
| Limited Partners | 2011 - 2026 |
|---|---|
| California Public Employees' Retirement System | |
| Illinois Municipal Retirement Fund | |
| Maryland State Retirement and Pension System |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Clients | 6 (2 non-US) |
| Serves | Institutional, Retail |
| LEI | 549300EY2376P6C77F47 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2026-03-31 | Grant | 18,529.88 | $0.00 | |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2026-03-31 | Grant | 10,961.73 | $0.00 | |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2026-03-31 | Grant | 4,595.96 | $0.00 | |
|
Redwood Trust Inc RWT
Common Stock
|
2025-12-31 | Other | 301.59 | $5.53 | 1,668 |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2025-12-30 | Grant | 10,382.76 | $0.00 | |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2025-12-30 | Grant | 4,353.26 | $0.00 | |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2025-12-30 | Grant | 17,551.19 | $0.00 | |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2025-12-24 | Option exercise | 52,523 | $0.00 | |
|
Redwood Trust Inc RWT
Common Stock
|
2025-12-24 | Option exercise | 13,131 | $5.49 | 72,089 |
|
Redwood Trust Inc RWT
Common Stock
|
2025-12-24 | Option exercise | 13,131 | $5.49 | 72,089 |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2025-12-24 | Tax withheld | 28,089 | $0.00 | |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2025-12-24 | Tax withheld | 61,285 | $0.00 | |
|
Redwood Trust Inc RWT
Common Stock
|
2025-12-24 | Option exercise | 52,523 | $5.49 | 288,351 |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2025-12-24 | Option exercise | 24,073 | $0.00 | |
|
Redwood Trust Inc RWT
Common Stock
|
2025-12-24 | Option exercise | 24,073 | $5.49 | 132,161 |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2025-12-24 | Option exercise | 39,392 | $0.00 | |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2025-12-24 | Tax withheld | 15,321 | $0.00 | |
|
Redwood Trust Inc RWT
Common Stock
|
2025-12-24 | Option exercise | 39,392 | $5.49 | 216,262 |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2025-12-24 | Option exercise | 13,131 | $0.00 | |
|
Redwood Trust Inc RWT
Deferred Stock Units · derivative
|
2025-12-24 | Tax withheld | 15,321 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| Comparable Firms | State | AUM |
|---|---|---|
|
NVWM LLC
✚
|
PA | 713.5 M |
|
Excalibur Management Corp
✚
|
MA | 712.1 M |
|
Precision Wealth Strategies LLC
✚
|
MO | 711.0 M |
|
Lifelong Wealth Advisors Inc
✚
|
MN | 710.4 M |
|
Arc Advisory LLC
✚
|
CA | 708.3 M |
|
Manske Wealth Management LLC
✚
|
TX | 707.3 M |
|
Duncker Streett & Co LLC
✚
|
MO | 707.3 M |
|
E & G Advisors LP
✚
|
TX | 706.9 M |
|
Dodds Wealth LLC
✚
|
CO | 706.2 M |
|
Northcape Wealth Management LLC
✚
|
NY | 706.1 M |