Managing Partner · Redwood Investment Management, LLC.
Michael T. Cheung
CRD 5862358 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Redwood Investment Management, LLC., an SEC-registered asset manager based in Scottsdale, AZ with $2.5 billion in regulatory assets, lists Michael T. Cheung on its Form ADV as Managing Partner, a control person. The SEC filings also name Michael at 1 other registered adviser.
Firms and roles
- Redwood Investment Management, LLC.Managing PartnerAsset manager · Scottsdale, AZ · $2.5B in regulatory assets
- Mulholland Wealth Advisors, LLCPortfolio ManagerAsset manager · Scottsdale, AZ · $612M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael T. MessingerManaging Partner, Redwood Investment Management, LLC.
- Richard M. DuffManaging Partner, Redwood Investment Management, LLC.
- John C. YungChief Compliance Officer, Redwood Investment Management, LLC.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.