Redwood Investments, Llc
- Regulatory AUM
- $710M
- Discretionary
- $710M
- Clients
- 85
- Avg AUM / client
- $8.4M
- Accounts
- 85
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $119K | 0.02% |
| High net worth individuals | 63 | $68.8M | 9.69% |
| Investment companies | 4 | $209M | 29.4% |
| Pooled investment vehicles (non-investment companies) | 2 | $10.6M | 1.49% |
| Pension and profit sharing plans | 1 | $1.2M | 0.17% |
| Charitable organizations | 2 | $16.8M | 2.36% |
| State or municipal government entities | 10 | $401M | 56.5% |
| Corporations and other businesses | 2 | $2.5M | 0.35% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Katz Silver | Managing Partner, Board Of Managers | CFA | Jul 2004 (22y) | Less than 5% |
| Michael J Mufson | Managing Partner, Board Of Managers | CFA | Jul 2004 (22y) | Less than 5% |
| Alger, Alexandra, Dewey | Stockholder | Dec 2023 (3y) | ≈ 14.06% – 50% via Alger Associates, Inc. | |
| Alger, Hilary, Miller | Stockholder | Dec 2023 (3y) | ≈ 14.06% – 50% via Alger Associates, Inc. | |
| Alger, Nicole, Demarigny | Stockholder | Dec 2023 (3y) | ≈ 14.06% – 50% via Alger Associates, Inc. | |
| Chung, Daniel, Cayley | Board Of Managers | Jan 2024 (3y) | Less than 5% | |
| Hendricks, Maureen, Agnes | Board Of Managers | Jan 2024 (3y) | Less than 5% | |
| Liebes, Hal | Board Of Managers | Jan 2024 (3y) | Less than 5% | |
| Payne, Tina | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Ezra S Samet | Registered representative | CFA | Sep 2018 (8y) | |
| Donald William Smith | Registered representative | CFA | Mar 2019 (7y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alger Group Holdings, Llc | Direct Parent | Jan 2024 | A | 75% or more |
| Alger Associates, Inc. | Indirect Parent Of Registrant | Jan 2024 | B | ≈ 56.25% – 100% via Alger Group Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alger, Alexandra, Dewey: 25% – 50% of Alger Associates, Inc. × 75% – 100% of Alger Group Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Alger, Hilary, Miller: 25% – 50% of Alger Associates, Inc. × 75% – 100% of Alger Group Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Alger, Nicole, Demarigny: 25% – 50% of Alger Associates, Inc. × 75% – 100% of Alger Group Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Alger Associates, Inc.: 75% – 100% of Alger Group Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 1.45 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J. P. Morgan Advisory Services Inc. $338M (15% of AUM) Oct 2018
- State Street $253M (36% of AUM) May 2026
- J.P. Morgan $193M (11% of AUM) Dec 2024
- BNY Mellon $79.6M (11% of AUM) May 2026
- Northern Trust $68.6M (10% of AUM) May 2026
- Charles Schwab & Co. $64.1M (9% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗