News · October 28, 2026
Featured by Addepar
How a six-person team runs $2.1 billion across 30+ families
By Carsten Hood, CFP®
Addepar published a case study on Redbud yesterday. We’re grateful to their team for sharing our story.
We switched our portfolio reporting over to Addepar’s software platform three years ago and never looked back. The case study discusses how our six-person team uses Addepar to track $2.1 billion in assets under advisement, 350+ trusts and entities, and about 1,200 private investments — providing a consolidated, on-demand view into clients’ balance sheets that informs everything we do.
For informational purposes only; not investment, tax, or legal advice, or a recommendation to buy or sell any security. Redbud Advisors is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.