REDWOOD INVESTMENTS, LLC
CRD #133028 SEC #801-63597 BOSTON, MA 617-467-3000
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
7
Clients
--
Accounts
104
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 7 | 6 |
| Dec 2024 | $1.7B | $1.7B | $0 | 12 | 6 |
| Jul 2024 | $1.7B | $1.7B | $0 | 12 | 6 |
| Jun 2024 | $1.7B | $1.7B | $0 | 12 | 6 |
| Mar 2024 | $1.7B | $1.7B | $0 | 12 | 6 |
| Feb 2024 | $1.4B | $1.4B | $0 | 12 | 3 |
| Jan 2024 | $1.4B | $1.4B | $0 | 12 | 3 |
| Nov 2023 | $1.4B | $1.4B | $0 | 14 | 3 |
| May 2023 | $1.8B | $1.8B | $0 | 14 | 3 |
| Mar 2023 | $1.8B | $1.8B | $0 | 14 | 3 |
| Jun 2022 | $2.2B | $2.2B | $0 | 16 | 0 |
| May 2022 | $2.2B | $2.2B | $0 | 16 | 0 |
| Mar 2022 | $2.2B | $2.2B | $0 | 16 | 0 |
| Dec 2021 | $2.2B | $2.2B | $0 | 17 | 0 |
| Nov 2021 | $2.2B | $2.2B | $0 | 17 | 0 |
| Sep 2021 | $2.2B | $2.2B | $0 | 17 | 0 |
| Jul 2021 | $2.2B | $2.2B | $0 | 17 | 0 |
| Mar 2021 | $2.2B | $2.2B | $0 | 17 | 0 |
| Sep 2020 | $2B | $2B | $86.3K | 17 | 0 |
| Jun 2020 | $2B | $2B | $86.3K | 17 | 0 |
| May 2020 | $2B | $2B | $86.3K | 17 | 0 |
| Mar 2020 | $2B | $2B | $86.3K | 17 | 0 |
| Mar 2019 | $1.8B | $1.8B | $304.9K | 17 | 0 |
| Oct 2018 | $2.2B | $2.2B | $0 | 14 | 0 |
| Aug 2018 | $2.2B | $2.2B | $0 | 14 | 0 |
| Mar 2018 | $2.2B | $2.2B | $0 | 14 | 0 |
| May 2017 | $1.3B | $1.3B | $0 | 16 | 26 |
| Mar 2017 | $1.3B | $1.3B | $0 | 16 | 26 |
| Aug 2016 | $1B | $1B | $0 | 10 | 26 |
| Mar 2016 | $1B | $1B | $0 | 10 | 26 |
| Dec 2015 | $734.5M | $734.5M | $0 | 9 | 26 |
| Dec 2015 | $734.5M | $734.5M | $0 | 9 | 26 |
| Apr 2015 | $734.5M | $734.5M | $0 | 9 | 26 |
| Mar 2015 | $734.5M | $734.5M | $0 | 9 | 26 |
| Mar 2014 | $756.8M | $756.8M | $0 | 9 | 26 |
| Jan 2014 | $769.1M | $769.1M | $0 | 9 | 26 |
| Mar 2013 | $675.2M | $675.2M | $0 | 9 | 26 |
| Mar 2012 | $674.5M | $674.5M | $0 | 6 | 26 |
| Jun 2011 | $558.7M | $558.7M | $0 | 10 | -- |
| Mar 2011 | $558.7M | $558.7M | $0 | 10 | -- |
| Dec 2010 | $503.2M | $503.2M | $0 | 10 | -- |
| Mar 2007 | $128.5M | $123.1M | $5.4M | 5 | -- |
| Feb 2006 | $69M | $69M | $0 | 5 | -- |
| Feb 2005 | $58.8M | $53.4M | $5.4M | 5 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients6
DateDec 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees12
Clients6
DateJul 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees12
Clients6
DateJun 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees12
Clients6
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees12
Clients6
DateFeb 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients3
DateJan 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients3
DateNov 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients3
DateMay 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees14
Clients3
DateMar 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees14
Clients3
DateJun 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees16
Clients0
DateMay 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees16
Clients0
DateDec 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees17
Clients0
DateNov 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees17
Clients0
DateSep 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees17
Clients0
DateJul 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees17
Clients0
DateSep 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$86.3K
Employees17
Clients0
DateJun 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$86.3K
Employees17
Clients0
DateMay 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$86.3K
Employees17
Clients0
DateMar 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$86.3K
Employees17
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$304.9K
Employees17
Clients0
DateOct 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees14
Clients0
DateAug 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees14
Clients0
DateMar 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees14
Clients0
DateMay 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees16
Clients26
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees16
Clients26
DateAug 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients26
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients26
DateDec 2015
Total AUM$734.5M
Discretionary$734.5M
Non-Disc.$0
Employees9
Clients26
DateDec 2015
Total AUM$734.5M
Discretionary$734.5M
Non-Disc.$0
Employees9
Clients26
DateApr 2015
Total AUM$734.5M
Discretionary$734.5M
Non-Disc.$0
Employees9
Clients26
DateMar 2015
Total AUM$734.5M
Discretionary$734.5M
Non-Disc.$0
Employees9
Clients26
DateMar 2014
Total AUM$756.8M
Discretionary$756.8M
Non-Disc.$0
Employees9
Clients26
DateJan 2014
Total AUM$769.1M
Discretionary$769.1M
Non-Disc.$0
Employees9
Clients26
DateMar 2013
Total AUM$675.2M
Discretionary$675.2M
Non-Disc.$0
Employees9
Clients26
DateMar 2012
Total AUM$674.5M
Discretionary$674.5M
Non-Disc.$0
Employees6
Clients26
DateJun 2011
Total AUM$558.7M
Discretionary$558.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$558.7M
Discretionary$558.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$503.2M
Discretionary$503.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$128.5M
Discretionary$123.1M
Non-Disc.$5.4M
Employees5
Clients--
DateFeb 2006
Total AUM$69M
Discretionary$69M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$58.8M
Discretionary$53.4M
Non-Disc.$5.4M
Employees5
Clients--