REDWHEEL

RIASEC RegisteredEst. 2013
Total AUM
$4.4B
Discretionary
$4.4B
100% of AUM
Avg account
$438M
Accounts
10
Employees
22
Advisory reps
12

Firm details

Headquarters
MIAMI, Florida
CRD number
166517
Registered since
March 20, 2013
Custodians
J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Other54.06%
  • Pooled Investment Vehicles34.96%
  • Investment Companies10.99%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Redwheel is structured as a limited liability company and is registered with the SEC since 2013. The firm operates as a hedge fund manager serving an institutional client base and is owned by a combination of a domestic entity and an individual. Its business activity profile includes acting as a CPO or CTA and its advisory scope covers portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. The firm charges a mix of percentage-of-AUM and performance-based fees (with other fee arrangements also in use). Redwheel does not identify as an active ESG investor, is not a multistate adviser, and is not listed as a related adviser or pension consultant. It also functions in sponsor/GP and managing-member roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 3
  • TORD STALLVIK

    Chief Executive OfficerCRD 2283897

  • Cressida Williams

    CFOCRD 6762390

  • HUAN KE

    Chief Compliance OfficerCRD 5647253

Contacts

3 of 9
  • ANTHONY LENESS

    Managing Partner & Co-FounderCRD 2531211

  • Artur GRIGORYANS

    Head of Investment StrategyCRD 7516858

  • Sunita Patel

    Head of MarketingCRD 8051153

Unlock 6 more contacts

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

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2640 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth