Insights

AUM growth Independent RIA with over $100 million AUM and recent merger activity suggesting potential cross-sell opportunities to consolidate or expand high net worth client relationships across affiliated firms.

Mergers & acquisition History of consolidation through the 2021-2022 merger with Simon Quick Advisors, signaling openness to growth via partnerships; potential for strategic alliances or referral networks to expand client base.

Digital footprint Tech stack limited to Google Analytics; opportunity to augment digital marketing, client portal capabilities, and data-driven outreach to optimize client acquisition and engagement.

Service focus Emphasis on low-cost, tax-efficient index funds and ETFs for diversification; potential to upsell related passive investment products, advisory services, or fiduciary planning for high net worth individuals.

Revenue profile Moderate revenue range with a lean team; target partnerships or white-label custodial or administrative solutions to scale service delivery and support for growing assets under management.

Similar companies to Red Hook Management

Red Hook Management Tech Stack

Red Hook Management uses 1 technology products and services including Google Analytics, and more. Explore Red Hook Management's tech stack below.

  • Google Analytics
    Web Analytics

Red Hook Management's Email Address Formats

Red Hook Management uses at least 1 email format:
Red Hook Management Email FormatsExamplePercentage
F.Last@redhookmgmt.comJ.Doe@redhookmgmt.com
100%

Frequently Asked Questions

What is Red Hook Management's phone number?

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You can contact Red Hook Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Red Hook Management's official website and social media links?

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Red Hook Management's official website is redhookmgmt.com and has social profiles on LinkedIn.

How much revenue does Red Hook Management generate?

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As of August 2026, Red Hook Management's annual revenue is estimated to be $1M - $10M.

What is Red Hook Management's NAICS code?

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Red Hook Management's NAICS code is 52 - Finance and Insurance.

How many employees does Red Hook Management have currently?

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As of August 2026, Red Hook Management has approximately 2 employees across 1 continents, including North America. Key team members include Vice President Client Relations: L. T., President: N. C. and Senior Account Manager: W. C. Explore Red Hook Management's employee directory with LeadIQ.

What industry does Red Hook Management belong to?

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Red Hook Management operates in the Financial Services industry.

What technology does Red Hook Management use?

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Red Hook Management's tech stack includes Google Analytics.

What is Red Hook Management's email format?

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Red Hook Management's email format typically follows the pattern of F.Last@redhookmgmt.com. Find more Red Hook Management email formats with LeadIQ.
Red Hook Management logo

Red Hook Management

Financial ServicesNew Jersey, United States2-10 Employees

Red Hook Management LLC is an independent registered investment advisor based in Morristown, New Jersey, serving high net worth individuals with investment guidance. The firm traces its roots to Ezray Investment Advisors, founded in 1986, and operates under SEC registration and the Investment Advisers Act of 1940. As a small firm in financial services, it combines decades of portfolio management experience with data modeling and information technology to support clear, balanced financial analysis. 

Red Hook Management emphasizes a disciplined, emotion-free approach and aims to capture market returns through a diversified allocation of low-cost index funds and ETFs. This broad diversification across asset classes is intended to help investors participate in market gains. In 2022, Simon Quick Advisors, LLC announced its acquisition of Red Hook Management.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Red Hook Management's revenue is estimated to be in the range of $1M - $10M

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