Redpoint Investment Advisors
Firm details
- Headquarters
- ,
- CRD number
- 311737
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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