CEDAR POINT CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- CEDAR RAPIDS, Iowa
- CRD number
- 317532
- Registered since
- February 3, 2022
- Website
- www.cedarpointcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.35%
- Individuals30.44%
- Charitable Organizations3.09%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cedar Point Capital Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves individual and family clients as well as institutional accounts and offers a mix of fee arrangements including a percentage of assets under management, hourly billing, and fixed fees. Its advisory offerings emphasize financial planning and portfolio management for individuals, small businesses and institutions, and the firm lists pension consulting among its services. Cedar Point does not identify as an active ESG investor and describes itself as managing client assets directly rather than acting as a dedicated capital allocator.
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 Equities66%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 6NICHOLAS TIMM
DirectorCRD 6254312
Aaron Epstein
DirectorCRD 6743958
Blake Chance
Portfolio Management AssociateCRD 8190509
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$168M in ETFs
64%
$108M
36%
$60.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $11.4M | 411,084 | 6.82% |
Location
CEDAR RAPIDS, IA
LINN
Location
CEDAR RAPIDS, IA
Headquartered in CEDAR RAPIDS, IA, anchoring the Cedar Rapids-Iowa City, IA metro in the Midwest.
- Metro area
- Cedar Rapids-Iowa City, IA
- Region
- Midwest
- County
- LINN
- Address
- 329 12th Ave SE
- Time zone
- CT (UTC-6)
- Office locations
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