Redgrove Capital LLC.

Fee-Only (% of Portfolio)

Redgrove Capital LLC is a registered investment advisor founded in 2012 and owned by Michael Ryan Lee. Redgrove Capital manages individual investment portfolios for clients, focusing primarily on long-term capital appreciation through value investing. The firm uses a bottom-up research approach, analyzing potential investments through quantitative screens and fundamental research to identify securities trading below their estimated intrinsic value. Client portfolios are typically concentrated, holding between 12 and 50 securities, and consist primarily of publicly traded equity securities and cash equivalents, though fixed income and foreign securities may also be included based on client objectives. Redgrove Capital requires discretionary authority to trade without prior client permission for each transaction, and all client accounts must be held at the firm's preferred custodian, Interactive Brokers. The firm does not offer financial planning, market timing, or wrap fee programs.

Assets Under Management$7.1M
Clients12
Advisors1
Avg. per Client$590K
Avg. per Advisor$7.1M

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fee is 2.00% annually, accrued daily and deducted daily. Fees are not negotiable.

Fee Estimator
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Location

1 Advisors at this firm

Redgrove Capital LLC. - Fees, AUM & Advisors | TrueAdvisor