Redwood Park Advisors
Firm details
- Headquarters
- Redwood City, California
- CRD number
- 307958
- Registered since
- June 16, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.78%
- Individuals12.8%
- Charitable Organizations0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Redwood Park Advisors is an independent, SEC-registered RIA organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. It operates as a capital allocator, charging fees based on a percentage of AUM along with hourly and fixed-fee engagements. The firm is not positioned as an ESG-focused investor and does not describe itself as a multi-state or related adviser.
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 Equities74%
- Public Funds/Mutual Funds20%
- US Government Bonds2%
- Private Funds2%
- Cash & Cash Equivalents2%
Contacts
2 of 2
David Smith
Partner and Portfolio ManagerCRD 4892506
Benjamin Pettigrew
Managing PartnerCRD 4798476
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$124M in ETFs
77%
$94.8M
23%
$29M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL) | Goldman Sachs | Passive | Ultrashort Bond | $48.4M | 482,845 | 39.07% |
Location
Redwood City, CA
San Mateo
Location
Redwood City, CA
Headquartered in Redwood City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 3 Twin Dolphin Dr
- Time zone
- PT (UTC-8)
- Office locations
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