Redwood Investments, LLC is a large advisory firm based in Newton. It manages $1.8 billion of regulatory assets for 210 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Connecticut, Delaware, and 6 other states.
Redwood Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Redwood Investments, LLC is $1.8 billion. The firm's AUM has grown by 2965% since the beginning of its operation, and $84.97 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Redwood Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Redwood Investments is state or municipal government entities with 30 clients and $1.22 billion of assets under management. Among the 9 most similar advisory firms, Redwood Investments has the 2nd highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $1.8 billion for 210 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Redwood Investments doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Redwood Investments, LLC performs its advisory services is located at One Gateway Center, Suite 802, Newton, MA 02458, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-467-3000 or by fax 617-581-6677. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at redwoodinv.com.