REDWOOD INVESTMENT MANAGEMENT, LLC.
C28
CRD 153139·SEC 801-78563·SCOTTSDALE, AZ
AUM
$2.47B
$1B+
Est. Revenue
$24.7M
@ 1% on AUM
Est. EBITDA
$7.4M
@ 30% margin
Est. Deal Value
$59.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.10B
'21 · $1.43B
'22 · $2.01B
'23 · $2.44B
'25 · $2.55B
'26 · $2.47B
'20'26
$1.10B → $2.47B▲ +124%
Client mix
| Individuals Other | 81 |
| Individuals High Net Worth | 61 |
| Investment Companies | 8 |
| Other Investment Advisers | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 7 advisors
'25 · 6 advisors
'26 · 5 advisors
'20'26
5 advisors → 5 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2023-02-142023-02-14 · 0001594368-23-000001
2021-12-102021-12-10 · 0001594368-21-000001
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1117 S. ROBERTSON BLVDLOS ANGELES, CA 90035
Business
1117 S. ROBERTSON BLVDLOS ANGELES, CA 90035
Edgar Recent Filings
D/A2023-02-14 · 0001594368-23-000001
D/A2021-12-10 · 0001594368-21-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited