Redwood Investment Management, LLC.
SEC RegisteredFor Investment Professionals
About the firm
Redwood Mutual Funds serves as an investment manager offering investment strategies and a quantitative approach, partnering with financial advisors to focus on changes within the financial markets while advisors focus on client relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment strategies and quantitative approach across funds including Private Real Estate Debt Fund, Managed Volatility Fund, Managed Municipal Income Fund, AlphaFactor Tactical International Fund, and Systematic Macro Trend (SMarT) Fund
Who they serve
Investment professionals and financial advisory partners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 81 | $21M |
| High Net Worth Individuals | 61 | $59M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 2 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Redwood Investment Management, LLC. 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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