CEDAR STREET ASSET MANAGEMENT LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 285814
- Registered since
- October 11, 2018
- Website
- www.cedarstreetam.com
- Custodians
- J.P. MORGAN SECURITIES SERVICES, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles36.1%
- Sovereign Wealth Funds32.52%
- Investment Companies19.09%
- Charitable Organizations6.63%
- Other Investment Advisers5.66%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cedar Street Asset Management LLC operates as an institutionally focused advisory firm that runs discretionary portfolios for investment companies, pooled investment vehicles and businesses or institutions. The firm charges fees as a percentage of assets under management and emphasizes an equity-first approach, using exchange-traded equities as the primary sleeve for client mandates. Alongside public-market equity exposure, Cedar Street integrates private-market strategies — including private equity, hedge funds, private placements and private credit — to complement core holdings and pursue return enhancement and diversification for its institutional clients. The firm is structured as a limited liability company and is SEC-registered. Its activity profile shows management of pooled vehicles and other investment companies, pointing to both separately managed account work and closed-end or open-end funds under its oversight. Cedar Street is not positioned as an active ESG investor or a pension consultant; its client base is institutional and its adviser classification is unclassified.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2JOANNE MOFFIC-SILVER
General Counsel and Chief Compliance OfficerCRD 6978669
Sandra Pavlik
COOCRD 6711728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 455 N Cityfront Plaza Dr
- Time zone
- CT (UTC-6)
- Office locations
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