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Red Tortoise, LLC

● SEC registered since 2018CRD 282509SEC# 801-112539Atlanta, GA
Export (members)
Reg. AUM
$323M
Employees
4
Accounts
298
Location
Atlanta, GA

Red Tortoise, LLC assets under management

Red Tortoise, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2018. It reports $323 million in regulatory assets under management and employs 4 people.

Red Tortoise, LLC owners & executives

4 reported
NameTitleOwnershipSince
George Chen ControlPrincipal10-25%2018
Howard McMonagle Fleming ControlPrincipal25-50%2019
Rex Phillip Macey ControlCeo/Manager50-75%2015
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Frequently asked questions

How much does Red Tortoise, LLC manage?

Red Tortoise, LLC reports $323 million in regulatory assets under management on its Form ADV.

How many employees does Red Tortoise, LLC have?

Red Tortoise, LLC reports 4 employees.

Where is Red Tortoise, LLC located?

Red Tortoise, LLC is based in Atlanta, GA and has been SEC-registered since 2018.

Does Red Tortoise, LLC disclose fund performance?

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

Contact & registration

Address5555 Glenridge Connector, Ste. 200, Atlanta, GA 30342
Phone(833) 666-1200
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
CIK1910488
Discloses disciplinary historyNo

Assets under management

Discretionary$319.7M
Non-discretionary$3.4M
Total (RAUM)$323M