Cedar Grove Capital Management

RIAState Registered
Total AUM
$428K
Discretionary
$428K
100% of AUM
Avg account
$71.3K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
339243
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals94.16%
  • HNWI5.84%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Cedar Grove Capital Management is a Michigan-based limited liability company that provides discretionary portfolio management to individuals, families and small businesses. The firm is individually owned and reports a fee model that combines a percentage-of-assets charge with performance-based fees, indicating an active management approach. Cedar Grove does not identify itself as an ESG investor, is not structured as a multi-state adviser or pension consultant, and does not function as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth