Cedar Spring Advisors, LLC

Overview

Cedar Spring Advisors, LLC is an independent SEC-registered registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Its fees combine percentage-of-AUM billing with hourly and fixed-fee engagements, reflecting a mix of ongoing asset management and project-based work. Cedar Spring does not identify as an active ESG investor. The firm is structured as an LLC and is owned by an individual. It is not a multi-state or related adviser and does not describe itself as a pension consultant. As a capital allocator that selects third-party managers, Cedar Spring appears to blend direct portfolio management with curated external fund placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices