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Redwood Advisory, LLC

● SEC registered since 2022CRD 322770SEC# 801-126440New York, NY
Export (members)
Reg. AUM
$88.5M
Employees
2
Accounts
91
Location
New York, NY

Redwood Advisory, LLC assets under management

Redwood Advisory, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2022. It reports $88.5 million in regulatory assets under management and employs 2 people.

Redwood Advisory, LLC owners & executives

1 reported
NameTitleOwnershipSince
Rakesh Nmn Budhram ControlManaging Member, Chief Compliance Officer And Chief Operating OfficerOver 75%2022

Frequently asked questions

How much does Redwood Advisory, LLC manage?

Redwood Advisory, LLC reports $88.5 million in regulatory assets under management on its Form ADV.

How many employees does Redwood Advisory, LLC have?

Redwood Advisory, LLC reports 2 employees.

Where is Redwood Advisory, LLC located?

Redwood Advisory, LLC is based in New York, NY and has been SEC-registered since 2022.

Does Redwood Advisory, LLC disclose fund performance?

Redwood Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address260 Madison Ave, 8th Floor, New York, NY 10016
Phone(646) 988- 5216
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$88.5M▲ 23%
Mar '25 — $72.2MApr '25 — $72.2MMay '25 — $72.2MJun '25 — $72.2MJul '25 — $72.2MAug '25 — $72.2MSep '25 — $72.2MOct '25 — $72.2MNov '25 — $72.2MDec '25 — $72.2MJan '26 — $72.2MFeb '26 — $72.2MMar '26 — $88.5MApr '26 — $88.5MMay '26 — $88.5MJun '26 — $88.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$88.5Mregulatory AUM
Discretionary $88.5M