Cedar Grove Capital Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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