Cedar Grove Capital Management
RIASEC Registered
Total AUM
$480K
Discretionary
$480K
100% of AUM
Avg account
$96K
Accounts
5
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
- Individuals95%
- HNWI5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cedar Grove Capital Management is an individually owned limited liability company that provides portfolio management for individuals, families and small businesses. The firm charges a percentage of assets under management and may also assess performance-based fees. Its stated practice emphasizes public-market portfolio management rather than acting as a capital allocator or operating a multi-state advisory platform. Cedar Grove does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1
Paul Cerro
FounderCRD 6809960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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