RED TORTOISE, LLC
Legal name: RED TORTOISE
CRD #282509 SEC #801-112539 ATLANTA, GA (833) 666-1200
SEC Registered
Total AUM
$323M
Discretionary
$319.7M
Employees
4
Clients
10
Accounts
298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $323M | $319.7M | $3.4M | 4 | 1 |
| Oct 2024 | $357.5M | $355.9M | $1.6M | 4 | 2 |
| Mar 2024 | $357.5M | $355.9M | $1.6M | 4 | 2 |
| Nov 2023 | $246.1M | $244M | $2.1M | 4 | 0 |
| May 2023 | $246.1M | $244M | $2.1M | 4 | 0 |
| Mar 2023 | $246.1M | $244M | $2.1M | 4 | 0 |
| Nov 2022 | $267.2M | $265.8M | $1.4M | 4 | 0 |
| Mar 2022 | $267.2M | $265.8M | $1.4M | 4 | 0 |
| Aug 2021 | $214.2M | $214.2M | $0 | 4 | 0 |
| Mar 2021 | $214.2M | $214.2M | $0 | 4 | 0 |
| Jun 2020 | $197.9M | $197.4M | $480.2K | 4 | 0 |
| Mar 2020 | $197.9M | $197.4M | $480.2K | 4 | 0 |
| Mar 2020 | $197.9M | $197.4M | $480.2K | 4 | 0 |
| Sep 2019 | $110.6M | $110M | $652.2K | 4 | 2 |
| Jul 2019 | $110.6M | $110M | $652.2K | 4 | 2 |
| May 2019 | $110.6M | $110M | $652.2K | 4 | 2 |
| Feb 2019 | $110.6M | $110M | $652.2K | 3 | 2 |
| Oct 2018 | $112.8M | $111.7M | $1.1M | 2 | 2 |
| Jul 2018 | $112.8M | $111.7M | $1.1M | 2 | 2 |
| Jan 2018 | $112.8M | $111.7M | $1.1M | 2 | 2 |
DateMar 2025
Total AUM$323M
Discretionary$319.7M
Non-Disc.$3.4M
Employees4
Clients1
DateOct 2024
Total AUM$357.5M
Discretionary$355.9M
Non-Disc.$1.6M
Employees4
Clients2
DateMar 2024
Total AUM$357.5M
Discretionary$355.9M
Non-Disc.$1.6M
Employees4
Clients2
DateNov 2023
Total AUM$246.1M
Discretionary$244M
Non-Disc.$2.1M
Employees4
Clients0
DateMay 2023
Total AUM$246.1M
Discretionary$244M
Non-Disc.$2.1M
Employees4
Clients0
DateMar 2023
Total AUM$246.1M
Discretionary$244M
Non-Disc.$2.1M
Employees4
Clients0
DateNov 2022
Total AUM$267.2M
Discretionary$265.8M
Non-Disc.$1.4M
Employees4
Clients0
DateMar 2022
Total AUM$267.2M
Discretionary$265.8M
Non-Disc.$1.4M
Employees4
Clients0
DateAug 2021
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$197.9M
Discretionary$197.4M
Non-Disc.$480.2K
Employees4
Clients0
DateMar 2020
Total AUM$197.9M
Discretionary$197.4M
Non-Disc.$480.2K
Employees4
Clients0
DateMar 2020
Total AUM$197.9M
Discretionary$197.4M
Non-Disc.$480.2K
Employees4
Clients0
DateSep 2019
Total AUM$110.6M
Discretionary$110M
Non-Disc.$652.2K
Employees4
Clients2
DateJul 2019
Total AUM$110.6M
Discretionary$110M
Non-Disc.$652.2K
Employees4
Clients2
DateMay 2019
Total AUM$110.6M
Discretionary$110M
Non-Disc.$652.2K
Employees4
Clients2
DateFeb 2019
Total AUM$110.6M
Discretionary$110M
Non-Disc.$652.2K
Employees3
Clients2
DateOct 2018
Total AUM$112.8M
Discretionary$111.7M
Non-Disc.$1.1M
Employees2
Clients2
DateJul 2018
Total AUM$112.8M
Discretionary$111.7M
Non-Disc.$1.1M
Employees2
Clients2
DateJan 2018
Total AUM$112.8M
Discretionary$111.7M
Non-Disc.$1.1M
Employees2
Clients2