RED TORTOISE, LLC

RED TORTOISE, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 282509). Regulatory assets under management: $382.3M.

Registration

• CRD: 282509
• SEC file number: 801-112539
• Type: Registered investment adviser
• Location: 5555 GLENRIDGE CONNECTOR, STE. 200, ATLANTA, GA, 30342
• Phone: (833) 666-1200
• Latest filing: 2026-07-16
• Regulatory AUM: $382.3M
• Discretionary AUM: $378.3M
• Non-discretionary AUM: $4.0M
• Clients: 4
• Accounts: 322

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

Officers, owners & control persons (8)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282509 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search