Multi-Family OfficeRIA · CRD 334013SEC-Registered

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Redwood Family Wealth

REDWOOD FAMILY WEALTH LLC is an SEC-registered investment adviser in ADDISON, TX, registered since 2025. The firm manages $259 million in assets, $252 million...

Redwood Family Wealth

REDWOOD FAMILY WEALTH LLC is an SEC-registered investment adviser in ADDISON, TX, registered since 2025. The firm manages $259 million in assets, $252 million on a discretionary basis. It has 4 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2007

Location

Region

North America

Country

United States

City

Addison

Corporate office

Simi Valley, CA, United States

Principals

Lance R. Brown

President / Founder

Sector focus

Real Estate

Frequently asked questions

How does Redwood Family Wealth source its real estate investments?

Redwood relies on a long-established network of regional brokers, property managers, and off-market contacts, primarily across California and the Southwest. The firm does not participate in widely marketed auction processes; instead, it targets stabilized assets that reach the firm through repeat relationships with selling sponsors and commercial lenders. This sourcing posture is typical of single-asset syndicators who compete on certainty of close rather than headline price.

Is Redwood a single-family office, or does it manage third-party capital?

Redwood Family Wealth operates as a multi-family office structure in practice, raising equity from a closed network of family offices and high-net-worth individuals for each real estate acquisition. The firm is not the investment vehicle of a single named family; rather, Lance Brown acts as sponsor and general partner on behalf of each syndicated entity, with investors holding direct membership interests in the underlying property-owning LLCs.

Does Redwood invest in funds, or does it only do direct deals?

Redwood does not allocate to third-party real estate funds. Every investment is structured as a direct acquisition into a single-asset special-purpose entity. Investors receive a PPM and operating agreement for each individual property, rather than subscribing to a commingled fund. This direct-ownership architecture means the firm does not charge layered fund-level fees — compensation comes from the sponsor promote and asset-management fees at the property level.

What asset classes and geographies does Redwood target?

Redwood concentrates on stabilized multifamily and necessity-anchored retail properties. The geographic footprint centers on California, Arizona, and Texas, with a particular density in suburban Los Angeles County, the Phoenix metro area, and the Dallas–Fort Worth region. The firm has not disclosed activity in gateway urban cores like San Francisco or Manhattan, prioritizing Sun Belt suburban markets where population growth and net rental demand remain positive.

What is Redwood's investment minimum and typical hold period?

Based on syndication documentation, Redwood's minimum investment thresholds vary by deal but typically start in the range of $100,000 to $250,000 per offering. The firm targets hold periods of five to seven years, consistent with value-add business plans that involve lease-up, operational optimization, and disposition into institutional portfolios. Exact terms are deal-specific and disclosed in each offering memorandum.

How does Redwood handle investor liquidity and exits?

Redwood does not offer a redemption mechanism. Because each investment sits in its own entity, liquidity events occur only upon property sale or refinancing — decisions made at the asset level by the general partner in consultation with the investor base. Investors cannot redeem or transfer their interests without general-partner consent, standard for Regulation D private placements in real estate syndications.

Who runs investment decisions at Redwood, and what is the succession plan?

Lance R. Brown, as founder and president, is the central decision-maker for acquisitions, financing, and asset management. Redwood has not publicly disclosed an internal succession plan or identified additional investment-committee members. For allocators evaluating key-person risk, the firm's concentration of authority in a single principal is a material structural consideration.

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