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REDWOOD PARK ADVISORS

Legal name: REDWOOD PARK ADVISORS, LLC

CRD 307958File 801-128196
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$170.3M
Bottom 25% of cohort (national)
Discretionary AUM
$157.0M
Non-discretionary $13.4M
Clients
122
299 accounts
Employees
3
Bottom 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Jun 16, 2023
Principal office
3 TWIN DOLPHIN DRIVE, SUITE 210, REDWOOD CITY, CA, 94065
Phone
866-579-8808

Assets & accounts

ADV Item 5F
Total regulatory AUM
$170.3M
Discretionary AUM
$157.0M
Non-discretionary AUM
$13.4M
Discretionary accounts
290
Non-discretionary accounts
9
Total accounts
299
AUM per client
$1.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$713K
High net worth individuals60$147.8M
Banking or thrift institutionsFewer than 5Not reported
Individuals (other than high net worth individuals)61$21.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.