REDWOOD GROVE CAPITAL, LLC

RIASEC RegisteredEst. 2021
Total AUM
$364M
Discretionary
$364M
100% of AUM
Avg account
$364M
Accounts
1
Employees
5
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
286228
Registered since
September 24, 2021
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Redwood Grove Capital, LLC is an SEC-registered hedge fund adviser formed as an LLC and operating with an institutional client base. The firm is organized to manage pooled investment vehicles and is registered to perform portfolio management for those vehicles; it also lists CPO/CTA activities, indicating commodity pool or trading adviser capabilities. Redwood Grove reports an ESG investing stance and charges clients primarily as a percentage of assets under management alongside other fee elements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • SHAHRIQ SHEIKH

    Chief Operating Officer and Chief Compliance OfficerCRD 5850691

Contacts

3 of 3
  • GREGORY SERRURIER

    Founding PartnerCRD 2128621

  • GRZEGORZ PAROSA

    PartnerCRD 7965737

  • THEODORE ROOSEVELT

    Founding PartnerCRD 4425238

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
445 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth