Cedar Ridge Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 326497
- Website
- www.cedarridgeim.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI55.56%
- Individuals31.48%
- Pension & Profit Sharing Plans12.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cedar Ridge Investment Management LLC is an independent, owner-operated registered investment adviser structured as an LLC. The firm serves a mix of individual and family clients alongside institutional relationships, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines an assets-under-management percentage with the option for hourly billing. Cedar Ridge does not self-identify as a capital allocator and reports that it is not an active ESG investor.
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 Equities80%
- Sovereign Bonds18%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Curtis Lehnert
OwnerCRD 5239843
John Hopkins
PartnerCRD 7964597
Joel Hendriks
CRD 5820483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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