Redwood Investments, LLC
Redwood Investments, LLC is an SEC-registered ria in Boston, MA with $710.1M assets under management (AUM, regulatory AUM), -32% over one year. See who owns Redwood Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133028, SEC 801-63597, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $710.1M (2026-05-19)
- Firm type
- Ria
- Location
- Boston, MA
- Employees
- 6
- Clients
- 81
- CRD
- 133028
- Ownership
- SILVER, JENNIFER, KATZ; FLAMMEY, STEVE, TRACY; KLAIMAN, VALERIE, BABE; MUFSON, MICHAEL, J; FLAMMEY, STEVEN, TRACY
How much AUM does Redwood Investments, LLC have?
Redwood Investments, LLC reported $710.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Redwood Investments, LLC?
Disclosed owners and executives of Redwood Investments, LLC include SILVER, JENNIFER, KATZ, FLAMMEY, STEVE, TRACY, KLAIMAN, VALERIE, BABE, MUFSON, MICHAEL, J, FLAMMEY, STEVEN, TRACY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.