CEDAR RIVER CAPITAL, LLC

Overview

Cedar River Capital, LLC is a small, privately owned advisory firm that centers its portfolio management on individual and family clients, with capacity to serve small businesses and institutional business relationships. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, and the practice is run as an individual-owned limited liability company. Advisory work is focused on discretionary portfolio management; the firm reports all assets as discretionary. Investment preferences skew heavily toward publicly traded equities and exchange-traded instruments, with a clear equity tilt appearing across client portfolios. The firm does not identify as an active ESG investor. Cedar River Capital supplements its public equity exposure with third-party alternative managers in private equity and maintains use of mutual funds for broadened diversification or specific sleeve exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices