Red Cedar Investment Management
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 170939
- Registered since
- May 19, 2014
- Website
- redcedarim.com
- Custodians
- US BANCORP FUND SERVICES LLC, CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies37.74%
- Insurance Companies35.34%
- Pension & Profit Sharing Plans10.33%
- State / Municipal Government9.79%
- Charitable Organizations4.58%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Red Cedar Investment Management is an institutional registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves institutional clients and operates as a capital allocator, charging fees based on a percentage of assets under management. Its advisory scope includes portfolio management for investment companies, pooled vehicles and institutional or business clients, as well as selection of other advisers. Red Cedar does not identify as an active ESG investor and is not positioned as a pension consultant or related adviser. The firm also appears involved as a sponsor or GP in pooled investment vehicles.
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 Equities34%
- Investment Grade Corp Bonds27%
- US Government Bonds20%
- Cash & Cash Equivalents9%
- Private Funds7%
Owners & executives
3 of 3
John Cassady
Chief Investment OfficerCRD 2031358
Ashleigh Albert
Chief Operating OfficerCRD 8246564
Dennis Mason
Chief Compliance OfficerCRD 3107130
Contacts
3 of 7
Julia Batchenko
Partner, Senior Portfolio ManagerCRD 5505353
David Withrow
Director Of Portfolio ManagementCRD 1854676
Michael Feldhaus
Managing PartnerCRD 4634704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$856M in ETFs
99%
$844M
0%
$12M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 INDEX FUND (VONE) | Vanguard | Passive | Large Blend | $172M | 507,403 | 20.09% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 333 Bridge St Nw
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Innovia Wealth, LLC
RIAGrand Rapids, MI
NPF Investment Advisors
RIAGrand Rapids, MI
Midwest Capital Advisors, LLC
RIAGrand Rapids, MI
Fiduciary Financial Advisors
RIAGrand Rapids, MI
Financial Advisory Corporation
RIAGrand Rapids, MI
Lafleur & Godfrey Private Wealth Management
RIAGrand Rapids, MI