Cedar Road Capital LLC

Overview

Cedar Road Capital LLC is a small, independent registered investment advisor that concentrates on discretionary portfolio management and financial planning for high-net-worth individuals, families and small businesses. The firm leans into equity-based portfolios, using exchange-traded equities as the primary vehicle for client exposure while supplementing core positions with pooled vehicles when appropriate. Its business model blends a percentage-of-AUM fee with the ability to charge fixed fees or hourly fees for planning and consulting work, indicating a hybrid advisory relationship where both ongoing asset management and project-based advice are offered. Cedar Road Capital’s client mix and account structure point to a boutique, relationship-driven practice: a limited number of clients with relatively large average account sizes allows for customized strategies, direct holdings and use of separately managed accounts. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices