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Redwood Investments, LLC

● SEC registered since 2004CRD 133028SEC# 801-63597Boston, MA
Export (members)
Reg. AUM
$710.1M
Employees
6
Accounts
85
Location
Boston, MA

Redwood Investments, LLC assets under management

Redwood Investments, LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2004. It reports $710.1 million in regulatory assets under management and employs 6 people.

Redwood Investments, LLC owners & executives

12 reported
NameTitleOwnershipSince
Alger Group Holdings, LLC ControlDirect ParentOver 75%2024
Daniel Cayley Chung ControlBoard Of ManagersUnder 5%2024
Hal Liebes ControlBoard Of ManagersUnder 5%2024
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Frequently asked questions

How much does Redwood Investments, LLC manage?

Redwood Investments, LLC reports $710.1 million in regulatory assets under management on its Form ADV.

How many employees does Redwood Investments, LLC have?

Redwood Investments, LLC reports 6 employees.

Where is Redwood Investments, LLC located?

Redwood Investments, LLC is based in Boston, MA and has been SEC-registered since 2004.

Does Redwood Investments, LLC disclose fund performance?

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

Contact & registration

Address265 Franklin Street, Suite 1603, Boston, MA 02110
Phone617-467-3000
Fax617-581-6677
Office hours8:30a.m. - 5:30p.m.
SEC regionBoston Regional Office (BRO)
CIK1384058
Discloses disciplinary historyNo

Regulatory AUM

$710.1M▼ 32%
Mar '25 — $1.05BApr '25 — $1.05BMay '25 — $1.05BJun '25 — $1.05BJul '25 — $1.05BAug '25 — $1.05BSep '25 — $1.05BOct '25 — $1.05BNov '25 — $1.05BDec '25 — $1.05BJan '26 — $1.05BFeb '26 — $1.05BMar '26 — $710.1MApr '26 — $710.1MMay '26 — $710.1MJun '26 — $710.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$710.1Mregulatory AUM
Discretionary $710.1M