Insights

RIA Growth Independent registered investment advisor with over $100 million AUM and a focus on high net worth individuals presents opportunities to cross-sell advanced investment strategies, wealth planning services, and customized fiduciary solutions to existing clients of comparable advisory firms or high-net-worth prospect pools.

Acquisition Signals Recent merger activity and acquisition history with Simon Quick Advisors indicate consolidation in the RIA space and potential for partnership, referral, or acquisition discussions with firms looking to scale, expand AUM, or enhance product capabilities.

Tech Enablement Emphasis on data modeling and information technology alongside low-cost index and ETF allocations suggests opportunities to offer enhanced investment tech stacks, performance analytics, client portal upgrades, or outsourced research services to improve efficiency and client reporting.

Financial Profile Revenue range and modest employee count imply a lean operation with potential need for scalable back-office, compliance, and cybersecurity solutions to support growth, regulatory requirements, and adviser recruitment.

Market Position Focus on diversified, tax-efficient index funds and ETFs positions the firm to collaborate with custodians, fund providers, or fintech platforms seeking to expand distribution to high-net-worth segments and strengthen ESG or factor-based offerings through partnerships.

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 format(s):
Red Hook Management Email FormatsExamplePercentage
F.Last@redhookmgmt.comJ.Doe@redhookmgmt.com
100%

Frequently Asked Questions

What is Red Hook Management's phone number?

Minus sign iconPlus sign icon
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?

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

How much revenue does Red Hook Management generate?

Minus sign iconPlus sign icon
As of July 2026, Red Hook Management's annual revenue is estimated to be $1M - $10M.

What is Red Hook Management's NAICS code?

Minus sign iconPlus sign icon
Red Hook Management's NAICS code is 52 - Finance and Insurance.

How many employees does Red Hook Management have currently?

Minus sign iconPlus sign icon
As of July 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.Senior Account Manager: W. C.. Explore Red Hook Management's employee directory with LeadIQ.

What industry does Red Hook Management belong to?

Minus sign iconPlus sign icon
Red Hook Management operates in the Financial Services industry.

What technology does Red Hook Management use?

Minus sign iconPlus sign icon
Red Hook Management's tech stack includes Google Analytics.

What is Red Hook Management's email format?

Minus sign iconPlus sign icon
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

Section iconFunding & Financials

  • $1M - $10M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.