$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
12 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-06-2013
- Office Locations
- 1
Office Locations
1931 Graystone Lane Heber City UT
About Redgrove Capital Llc.
Redwood Grove Capital is a value-oriented, US-focused public equity manager investing across sectors with a disciplined process that pairs fundamental research with company-specific climate analysis to identify mispriced climate risks and opportunities. The firm publishes investor letters and a Climate Impact Report, including research on themes like AI-driven data-center power demand and climate resilience.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
$589.2K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Vehicles
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Services
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Technology
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Owner & Executives
MICHAEL RYAN LEE
Chief Compliance Officer, Owner, President
- CRD
- #5852804
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,070,607 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,070,607 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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