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. The firm is SEC-registered (2022) and serves both individual and family clients as well as institutional investors. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements combine asset-based fees with hourly and fixed-fee engagements. According to firm disclosures, Cedar Point does not position itself as an internal capital allocator; instead it uses third-party funds and pooled vehicles where relevant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 6
Trent Von Ahsen
PartnerCRD 5362122
Nicholas Timm
DirectorCRD 6254312
Aaron Epstein
DirectorCRD 6743958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$188M in ETFs
65%
$121M
35%
$66.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $13.2M | 423,019 | 7.01% |
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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