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REDWOOD INVESTMENTS, LLC
CRD 133028File 801-63597
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$710.1M
Above cohort median (national)
Discretionary AUM
$710.1M
Clients
85
85 accounts
Employees
6
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 20, 2004
- Principal office
- 265 FRANKLIN STREET, SUITE 1603, BOSTON, MA, 02110
- Phone
- 617-467-3000
- Website
- https://www.alger.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $710.1M
- Discretionary AUM
- $710.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 85
- Non-discretionary accounts
- 0
- Total accounts
- 85
- AUM per client
- $8.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.5M |
| Investment companies | 4 | $209.1M |
| Charitable organizations | Fewer than 5 | $16.8M |
| High net worth individuals | 63 | $68.8M |
| Pooled investment vehicles | 2 | $10.6M |
| Pension and profit sharing plans | Fewer than 5 | $1.2M |
| State or municipal government entities | 10 | $401.1M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $119K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.