Redwood Park Advisors LLC
Redwood Park Advisors LLC is a registered investment adviser headquartered in Redwood City, California. The firm manages assets for individuals, high-net-worth individuals, and charitable organizations, providing services such as financial planning, portfolio management, and pension consulting. Owned and managed by Benjamin Pettigrew and David Smith, Redwood Park Advisors operates with a small team, serving clients primarily in California. It was founded in the 2010s (exact year not publicly available) and reports 2 employees, both engaged in investment advisory roles.
Investment Strategy
Redwood Park Advisors delivers personalized portfolio management and financial planning tailored to each client's goals. The firm focuses on long-term investment strategies, asset allocation, and diversification to meet the unique needs of individual and high-net-worth clients, as well as charitable organizations. Advisory services center on constructing portfolios based on risk tolerance and financial aspirations, emphasizing fee transparency and client-centric service.
Top Holdings
Equity Positions (320)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GBIL | GOLDMAN SACHS ETF TR | 31.70% | $46.7M | 466,558 | $99.95 | $100.15 | +$3.3M |
M META | META PLATFORMS INC | 11.96% | $17.6M | 23,895 | $590.48 | $738.09 | +$4.3M |
G GLD | SPDR GOLD TR | 6.46% | $9.5M | 31,220 | $242.70 | $304.83 | +$602.9K |
S SPY | SPDR S&P 500 ETF TR | 4.99% | $7.4M | 11,903 | $586.87 | $617.85 | +$1.1M |
A AGG | ISHARES TR | 4.43% | $6.5M | 65,824 | $97.02 | $99.20 | +$316.5K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | Bought | Put | $17.0M | 536 | $317.66 | $350.62 | +331 | +$11.7M |