PPrivate Fund Data Log in Join · $37/mo

Redwood Holdings, LLC

● SEC registered since 2020CRD 173916SEC# 801-117866Santa Monica, CA
Export (members)
Reg. AUM
$493M
Employees
3
Accounts
434
Location
Santa Monica, CA

Redwood Holdings, LLC assets under management

Redwood Holdings, LLC is an SEC-registered investment adviser based in Santa Monica, CA. The firm has been registered since 2020. It reports $493 million in regulatory assets under management and employs 3 people.
www.redwoodwealth.comView on SEC.gov ↗

Redwood Holdings, LLC owners & executives

3 reported
NameTitleOwnershipSince
Benjamin Asher Lincoln ControlCeo, CcoUnder 5%2014
Redwood Holdings, LLC ControlMemberOver 75%2014
Benjamin Asher Lincoln ControlMemberOver 75%2014

Frequently asked questions

How much does Redwood Holdings, LLC manage?

Redwood Holdings, LLC reports $493 million in regulatory assets under management on its Form ADV.

How many employees does Redwood Holdings, LLC have?

Redwood Holdings, LLC reports 3 employees.

Where is Redwood Holdings, LLC located?

Redwood Holdings, LLC is based in Santa Monica, CA and has been SEC-registered since 2020.

Does Redwood Holdings, LLC disclose fund performance?

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

Contact & registration

Address100 Wilshire Blvd, Suite 260, Santa Monica, CA 90401
Phone888-552-1905
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1680112
Discloses disciplinary historyYes

Assets under management

Discretionary$493M
Non-discretionary$0
Total (RAUM)$493M