Red Ivy Capital, LLC

Red Ivy Capital, LLC (CRD# 169621) is a financial advisory firm headquartered in Stamford, CT. They manage $46,000,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $15,333,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Red Ivy Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gilberto Mendez
CRD#: 5875697
2777 Summer St., Suite 606, Stamford, CT 06905
88
Wealthminder
score

Gilberto Mendez (CRD# 5875697) is an Investment Advisor Representative working at Red Ivy Capital, LLC in Stamford, CT and has 1 year of experience in the finance industry.

2
Adam R. Rowbotham
CRD#: 6272459
2777 Summer St., Suite 606, Stamford, CT 06905
88
Wealthminder
score

Adam Rowbotham (CRD# 6272459) is an Investment Advisor Representative working at Red Ivy Capital, LLC in Stamford, CT and has 1 year of experience in the finance industry.

3
Jeffrey K. Muscatello
CRD#: 5813222
2777 Summer St., Suite 606, Stamford, CT 06905
87
Wealthminder
score

Jeffrey Muscatello (CRD# 5813222) is an Investment Advisor Representative working at Red Ivy Capital, LLC in Stamford, CT and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.