Redwheel

RIASEC RegisteredEst. 2013
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 operates as a limited liability partnership organized as a hedge fund manager that primarily serves institutional clients. The adviser is SEC-registered since 2013 and is owned by a combination of foreign entities and individuals. Its business mix includes roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor or general partner of pooled investment vehicles. Advisory activities emphasize discretionary portfolio management for investment companies, pooled vehicles, and institutional or business clients. The firm charges a mix of percentage-of-assets and performance-based fees, along with other fee arrangements. Redwheel does not identify as an active ESG investor and is not multi-state registered as an adviser. Its governance and product set position it toward active, institutional-oriented strategies rather than retail advisory work.

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

  • Huan Ke

    Huan Ke

    Chief Compliance OfficerCRD 5647253

  • Tord Stallvik

    Tord Stallvik

    Chief Executive OfficerCRD 2283897

Contacts

3 of 9
  • Anthony Leness

    Anthony Leness

    Managing Partner & Co-FounderCRD 2531211

  • James Aylett

    Head of Client ManagementCRD 8051148

  • Frances Selby

    Registered RepresentativeCRD 1266912

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth