REDTREE INVESTMENT GROUP
SEC RegisteredYour Investment Partner
About the firm
Red Tree Investments is a team of CFA charterholders and seasoned professionals that has delivered investment solutions to public entities for more than two decades, with over 10 billion in assets under management and 385 clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment solutions for public entities, including protecting and growing organizational assets
Who they serve
Public entities
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 1 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Discretionary – Public Funds: first $15M | 0.20% |
| Discretionary – Public Funds: next $15M | 0.15% |
| Discretionary – Public Funds: over $30M | 0.10% |
| Discretionary – Institutional: first $15M | 0.25% |
| Discretionary – Institutional: next $15M | 0.20% |
| Discretionary – Institutional: over $30M | 0.15% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REDTREE INVESTMENT GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.