Redgrove Capital LLC

RIASEC Registered
Total AUM
$7.1M
Discretionary
$7.1M
100% of AUM
Avg account
$393K
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
166142
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI95.13%
  • Individuals4.87%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Redgrove Capital LLC is an independent, owner-operated Registered Investment Adviser structured as an LLC that focuses on fee-based portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and serves a predominantly individual and family client base rather than institutional or pension plans. Its advisory offering centers on discretionary portfolio management; the firm does not position itself as an ESG- or pension-focused consultant and is not reported as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 21%, Cash & Cash Equivalents 3%76%
  • Exchange Traded Equities76%
  • Public Funds/Mutual Funds21%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Michael Lee

    Investment AdvisorCRD 5852804

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth