The RED DOOR WEALTH MANAGEMENT is a privately held investment adviser that advises $3.09Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. RED DOOR WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 274.94% over the last 5-years.
The Group has been registered with the SEC for 12.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 965 RIDGE LAKE BLVD SUITE 105, MEMPHIS, TENNESSEE. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 19 employees comprised of 10 investment and 9 non-investment staff. The total number of Employees increased by 72.73% over the last 5-years.
Their $3.09Bn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 19 other accounts. Assets of High Net Worth Individuals clients own $2.68Bn or 86.76% of Total Assets and Individuals own $187.99mn or 6.08% of Total Assets.
The Group's top investment strategies include Fund of Funds, Traditional LBO and Multi Strat, representing 69.17%, 20.63% and 10.2% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $13.53mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
RED DOOR WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.