Redpoint Investment Advisors

RIAState Registered
Total AUM
$16.5M
Discretionary
$16.5M
100% of AUM
Avg account
$300K
Accounts
55
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
311737
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Redpoint Investment Advisors is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis, with hourly charges available for certain services. It does not market itself as an active ESG investor, is not structured as a capital allocator, and is not designated as a multi-state adviser. The client base is individual and family clients, and the firm appears to run separately managed accounts rather than acting as a fund sponsor or allocator to other managers. Investment activity centers on publicly traded equities, while advisory work emphasizes customized portfolio management for relatively concentrated client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth