REDWOOD CITY, CACRD 307958Latest ADV March 19, 2026
Redwood Park Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redwood City, CA. Its latest Form ADV filing, dated March 19, 2026, reports $170M in regulatory assets under management, 3 employees, and 299 accounts.
Assets Under Management
$170M
Employees
3
Offices
--
Total Clients
122
Primary office
REDWOOD CITY, CA
3 TWIN DOLPHIN DRIVE, SUITE 210, REDWOOD CITY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
61
2
HNWI
49.2%
60
3
Charitable
0.8%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$170Mas of March 19, 2026
Discretionary92.1%
$157M
92% of total RAUM92.1%
Non-discretionary7.9%
$13M
8% of total RAUM7.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$170M
Total Accounts299
10Y AUM Change+$170M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee41:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.