Redwheel

RIASEC Registered
Total AUM
$17.3B
Discretionary
$17.3B
100% of AUM
Avg account
$444M
Accounts
39
Employees
149
Advisory reps
12

Firm details

Headquarters
London,
CRD number
168656
Registered since
September 23, 2013
Custodians
NORTHERN TRUST GLOBAL SERVICES SE, UK BRANCH, CITI PRIVATE BANK, DESJARDINS TRUST INC, CACEIS BANK, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles94.42%
  • Other4.33%
  • Investment Companies1.25%
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 partnership that operates as a hedge fund serving institutional clients. The firm is registered with the SEC (registered in 2013) and provides portfolio management across pooled vehicles, investment companies and institutional/business mandates. Its business profile includes acting as a CPO/CTA and serving as sponsor, general partner or managing member of pooled investment vehicles. Ownership is listed as a mix of foreign entity and individual ownership. Fee arrangements include asset-based and performance-linked components.

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 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • Cressida Williams

    Cressida Williams

    CFOCRD 6762390

  • Tord Stallvik

    Tord Stallvik

    Chief Executive OfficerCRD 2283897

  • Huan Ke

    Huan Ke

    Chief Compliance OfficerCRD 5647253

Contacts

3 of 9
  • Brent Newcomb

    Brent Newcomb

    PresidentCRD 5123891

  • Seth Brennan

    Seth Brennan

    Managing Partner & Co-FounderCRD 2265759

  • Peter Clark

    Peter Clark

    Non-Executive ChairmanCRD 6762396

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
Verde 10 Bressenden Pl
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth