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| Redwood Investments LLC
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|
|
|---|---|
| CRD # | 133028 |
| SEC # | 801-63597 |
| CIK # | 0001717479, 0000930236, 0001662138, 0001384058 |
| AUM | $1.8 BB (2023-03-02) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 617-467-3000 |
| Address | One Gateway Center, Suite 802 Newton, MA 02458 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| FOXF | 3,537.5 | 21.5 | |
| KNSL | 5,144.0 | 21.0 | |
| WK | 3,562.1 | 19.3 | |
| TXRH | 5,107.1 | 18.1 | |
| AIT | 3,632.2 | 17.1 | |
| ENSG | 4,100.9 | 16.9 | |
| FRPT | 2,597.1 | 16.8 | |
| HALO | 6,315.3 | 16.4 | |
| BCO | 2,788.0 | 16.3 | |
| BYD | 5,678.6 | 16.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.0 |
| (b) Individuals (high net worth individuals) | 169 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 13 | 0.0 |
| (i) State or municipal government entities | 31 | 1.1 |
| (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 | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 232 | 1.8 |
| By Discretionary | ||
| Discretionary | 232 | 1.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 232 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1.7 | |
| Total | 232 | 1.8 |
| Limited Partners | 2011 - 2024 |
|---|---|
| California Public Employees' Retirement System | |
| Illinois Municipal Retirement Fund | |
| Maryland State Retirement and Pension System |
| 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 |
|---|---|
| Matera Fred | |
| Redwood Trust Inc | |
| Hansen Douglas B | |
| Debora Horvath D | |
| Schwartz Faith A | |
| Kubicek Greg H | |
| Falcon Armando | |
| Proctor Georganne | |
| Madison George W | |
| Carillo Brooke | |
| View All | |
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1.8 | |
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VA | 1.8 |
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MN | 1.8 |
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John F Suby Wealth Management LLC
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WI | 1.8 |