Cedar Grove Capital Management

Overview

Cedar Grove Capital Management is a small, individually owned LLC that provides portfolio management for individuals and small businesses. The firm serves an individual and family client base and charges a percentage-of-AUM fee schedule while also retaining the ability to assess performance-based fees. Its regulatory profile shows neither multi-state adviser activity nor an ESG focus; it does not act as a capital allocator, pension consultant, or related adviser to other registered firms. Advisory work centers on discretionary portfolio management for a handful of private clients, with an emphasis on publicly traded equity exposure rather than private or illiquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives