← Back to searchVisit website
REDWOOD INVESTMENTS, LLC
CRD 133028 · SEC 801-63597
265 FRANKLIN STREET, SUITE 1603, BOSTON, MA, 02110, United States
Phone
617-467-3000
Fax
617-581-6677
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$710.1M
Discretionary AUM
$710.1M
Team
6 total employees; 6 advisory reps; 6 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $119K |
| High net worth individuals | 63 | $68.8M |
| Investment companies | 4 | $209.1M |
| Pooled investment vehicles | 2 | $10.6M |
| Pension/profit sharing plans | 1 | $1.2M |
| Charitable organizations | 2 | $16.8M |
| State/municipal entities | 10 | $401.1M |
| Corporations/business entities | 2 | $2.5M |
States served
AZ, CA, GA, IL, IN, MD, MA, NY, PA, WV, TX, FL
All web addresses on file
- https://www.alger.com
- HTTPS://WWW.YOUTUBE.COM/ALGERINVEST/videos
- https://soundcloud.com/alger_investing
- HTTP://WWW.REDWOODINV.COM
- https://www.facebook.com/profile.php?id=100064286221128
- https://www.linkedin.com/company/redwood-investments-llc/about/
- HTTPS://X.COM/ALGERINVEST
- https://www.instagram.com/algerinvest
Official SEC filing: View on IAPD