CE INVESTMENT MANAGEMENT, LLC

Overview

CE Investment Management, LLC is a limited liability company that positions itself as a capital allocator with a clear fixed‑income tilt. Registered with the SEC in 2019, the firm provides portfolio management for businesses and institutions and serves as a selector of other advisers, which signals a hybrid role of direct portfolio management and outsourced manager oversight. Their stated fee model is a percentage of assets under management, and the ADV flags the firm as an active ESG investor, indicating ESG factors are integrated into at least some portfolio decisions. Firm activities extend beyond pure advisory work: CE Investment Management, LLC maintains industry affiliations that include brokerage, trust and banking relationships, insurance company links, pension consulting, and roles as sponsor, general partner or managing member of pooled vehicles. That mix suggests the firm both places client capital with third‑party managers and can act as an originator or sponsor of alternative investment vehicles. CE Investment Management’s asset allocation emphasis is fixed‑income heavy, with a large concentration in investment‑grade corporate bonds, while also maintaining the capability and intent to allocate to a broad set of private market and alternative strategies.

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Location & Offices