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 that began SEC registration in 2022. The firm is organized as an LLC and appears to be owned by a combination of a domestic entity and an individual. It serves both individual and family clients as well as institutional clients and provides a mix of financial planning and portfolio management services — for individuals, small businesses, larger business or institutional accounts, and pension consulting. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not identify as an ESG-focused investor and is not listed as a capital allocator.
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
Nicholas Timm
DirectorCRD 6254312
Aaron Epstein
DirectorCRD 6743958
Blake Chance
Portfolio Management AssociateCRD 8190509
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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