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Redgrove Capital LLC.

Updated today

Total assets under management

$7,070,607

Total clients

12

67% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

12

Average account size

$589,217

About

Redgrove Capital LLC provides discretionary portfolio management through individually managed accounts for individuals (including high-net-worth clients), trusts, estates, and retirement plans. The firm manages accounts on a discretionary basis and requires clients to open and maintain accounts at Interactive Brokers, with advisory fees authorized to be deducted directly from those custody accounts.

The firm follows a bottom-up, value-oriented approach that combines quantitative screening with fundamental analysis to estimate intrinsic value and select securities trading at perceived discounts. Portfolios are typically concentrated (generally holding roughly a dozen to a few dozen positions), oriented toward long-term capital appreciation, and may include small- and mid-cap names, OTC securities, and foreign-listed issues; some accounts may also hold fixed income allocations for income or volatility management.

Operationally, Redgrove has a mandatory custodian arrangement with Interactive Brokers, uses block trading and aggregated executions, and uploads quarterly invoices to clients’ custodian portals rather than issuing separate regular adviser reports. The firm does not provide standalone financial planning, does not vote client proxies, and relies on custodian statements as the primary source of client reporting.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

Fee options

Percentage

2.00% annually

Other

Account minimum: $20,000

Most active in

Utah

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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