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Redblack Advisers, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$823,643,692
This total excludes 20 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
3
of 7 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
RedBlack Advisers provides turn‑key asset management (TAMP) services to registered investment advisers, delivering outsourced middle‑office functions such as trading and rebalancing overlay, billing, performance reporting, account administration and custodian coordination. Services are delivered under individually negotiated contracts and RedBlack may act as a sub‑advisor, but it has no direct advisory relationship with the end clients of those firms.
The platform is configurable: firms may implement their own model portfolios or select from RedBlack’s models and third‑party strategists, and RedBlack implements systematic, rule‑based strategies including direct indexing and tax transition models. RedBlack typically operates with limited discretionary authority under power‑of‑attorney to execute rebalances and tax‑loss harvesting according to parameters the firm sets, while the adviser firm retains responsibility for client suitability.
Distinctive features include its primary focus on serving other investment advisers (rather than individual retail clients) and its role in selecting and hosting third‑party model providers, arrangements for which RedBlack may receive and remit compensation to strategists. The brochure also discloses an affiliate technology arrangement that is paid a percentage of assets on the platform and the firm’s change of name from Intelliflo to RedBlack Advisers after an ownership transition to investment vehicles managed by Carlyle Group, all of which are identified and managed as potential conflicts in its policies.
Client services
Portfolio management
Selection of other advisers
Overlay services with middle office operations
Overlay services with middle office operations
Expertise
Tax-loss harvesting
Occupation focus
Financial Professional
Fee options
Implementation fees for conversion of historical account data and historical performance history may apply; specific amounts not stated.
0.04% to 0.75% annually (4 to 75 basis points) on assets under management, typically monthly in advance
Minimum fee: Certain Firms may have a periodic minimum fee assessed; specific amounts not stated. Fee-only: Fixed account fee caps and technology fees starting at $495 per month may apply; implementation fees and non-managed account platform fees may also be charged.
Main office location
Redblack Advisers, Inc.
700 Kinderkamack Rd, Suite 200
Oradell NJ 07649, United States
Number of offices
1
Most active in
Redblack Advisers, Inc. has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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