Redwood Park Advisors, Llc
- Regulatory AUM
- $170M
- Discretionary
- $157M
- Clients
- 122
- Avg AUM / client
- $1.4M
- Accounts
- 299
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Investments (13F portfolio — 326 positions, $150,119,272)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Etf Tr | ACCES TREASURY | $48,251,790 | 481,603 | 32.1% | 28.3% |
| 2 | Tesla Inc | COM | $14,993,421 | 40,332 | 9.99% | 8.8% |
| 3 | Spdr Gold Tr | GOLD SHS | $10,831,260 | 25,172 | 7.22% | 6.36% |
| 4 | Meta Platforms Inc | CL A | $10,562,930 | 18,462 | 7.04% | 6.2% |
| 5 | State Str Spdr S&P 500 Etf T | TR UNIT | $8,051,680 | 12,381 | 5.36% | 4.73% |
| 6 | Ishares Tr | CORE US AGGBD ET | $6,797,358 | 68,473 | 4.53% | 3.99% |
| 7 | Ishares Tr | MSCI USA MIN VOL | $6,247,334 | 67,364 | 4.16% | 3.67% |
| 8 | Dimensional Etf Trust | US LARGE CAP VAL | $5,524,904 | 154,716 | 3.68% | 3.24% |
| 9 | Dimensional Etf Trust | INTL CORE EQT MK | $4,546,492 | 116,696 | 3.03% | 2.67% |
| 10 | Ssga Active Etf Tr | STATE STREET DOU | $3,380,424 | 85,085 | 2.25% | 1.98% |
| 11 | Apple Inc | COM | $2,977,331 | 11,731 | 1.98% | 1.75% |
| 12 | Dimensional Etf Trust | US TARGETED VLU | $2,945,561 | 47,167 | 1.96% | 1.73% |
| 13 | Flexshares Tr | MORNSTAR UPSTR | $2,764,326 | 50,115 | 1.84% | 1.62% |
| 14 | Dimensional Etf Trust | US REAL ESTATE E | $1,689,784 | 71,450 | 1.13% | 0.99% |
| 15 | Ishares Tr | MSCI EAFE ETF | $1,046,716 | 10,776 | 0.7% | 0.61% |
| 16 | Ishares Tr | MSCI EMG MKT ETF | $1,043,811 | 18,380 | 0.7% | 0.61% |
| 17 | Spdr Index Shs Fds | STATE STREET SPD | $830,089 | 11,117 | 0.55% | 0.49% |
| 18 | Adobe Inc | COM | $649,024 | 2,670 | 0.43% | 0.38% |
| 19 | Amazon Com Inc | COM | $641,264 | 3,079 | 0.43% | 0.38% |
| 20 | American Centy Etf Tr | US SML CP VALU | $556,284 | 5,036 | 0.37% | 0.33% |
| 21 | Spdr Series Trust | STATE STREET SPD | $450,493 | 4,916 | 0.3% | 0.26% |
| 22 | Spdr Series Trust | STATE STREET SPD | $446,296 | 4,719 | 0.3% | 0.26% |
| 23 | Ishares Tr | CORE 60/40 BALAN | $443,316 | 6,889 | 0.3% | 0.26% |
| 24 | Vanguard Bd Index Fds | TOTAL BND MRKT | $438,874 | 5,960 | 0.29% | 0.26% |
| 25 | American Centy Etf Tr | US LARGE CAP VLU | $430,928 | 5,346 | 0.29% | 0.25% |
Top 25 of 326 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $21.8M | 12.8% |
| High net worth individuals | 60 | $148M | 86.8% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Charitable organizations | 1 | $713K | 0.42% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Thomas Pettigrew | Co Founder & Chief Compliance Officer | CFP | Jun 2020 (6y) | 50% – 75% |
| David Michael Smith | Co Founder | CFA | Jun 2020 (6y) | 50% – 75% |
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) | 03/19/2026 | 906 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $170M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗