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Redblack Advisers, Inc.

Updated today

Total assets under management

$823,643,692

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

Expertise

Tax-loss harvesting

Occupation focus

Financial Professional

Fee options

Fixed

Implementation fees for conversion of historical account data and historical performance history may apply; specific amounts not stated.

Percentage

0.04% to 0.75% annually (4 to 75 basis points) on assets under management, typically monthly in advance

Other

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

New Jersey

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

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