Redgrove Capital LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
2.00% annually
Account minimum: $20,000
Main office
1931 Graystone Lane
Heber City UT 84032
Advisors at this office
1
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
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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