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REDWOOD INVESTMENTS, LLC
BOSTON, MA
617-467-3000
SEC #801-63597Total AUM
$710.1M
Employees
6Clients
85Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
265 FRANKLIN STREET
SUITE 1603
BOSTON
MA 02110
United States
SUITE 1603
BOSTON
MA 02110
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
617-467-3000
Other Offices
1
Financials
Total AUM
$710.1M
Accounts
85Discretionary
$710.1M
Accounts
85Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$118.6K
HNW Individual Clients
63AUM
$68.8M
Investment Company Clients
4AUM
$209.1M
Pooled Vehicle Clients
2AUM
$10.6M
Pension/Profit Sharing Plan Clients
1AUM
$1.2M
Charitable Organization Clients
2AUM
$16.8M
Government Entity Clients
10AUM
$401.1M
Corporation or Business Clients
2AUM
$2.5M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLGAILINMAMDNYPATXWV
Affiliates
Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.