RIA Intel›Advisers›Massachusetts›REDWOOD INVESTMENTS, LLC

REDWOOD INVESTMENTS, LLC

Advisory

N·BOSTON, MA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$710M

1-Year AUM Growth

-37.9%

3-Year CAGR

-21.4%

Employees

6

Assets Under Management

Total AUM$710M

Discretionary AUM$710M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients104

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record50

First FilingOct 14, 2004

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 50 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on REDWOOD INVESTMENTS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.