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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
About Redpoint Investment Advisors
Redpoint Investment Advisors provides full-service portfolio management and investment advice, building tailored long-term equity strategies across U.S. and international markets. The firm focuses on owning leading, disruptive businesses and staying invested rather than trading, with portfolios often implemented via ETFs. Serves a select, relationship-driven client base internationally and across 13 U.S. states, and operates fee-only with no commissions or kickbacks.
Team overview
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Custodian
Investment Themes
Services
Owner & Executives
Jason Russell Parrish
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #7312545
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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