Cedarline Capital
RIASEC & State Registered
Total AUM
$21.7M
Discretionary
$19.9M
92% of AUM
Avg account
$179K
Accounts
121
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 324033
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.91%
- Individuals46.83%
- Corporations / Businesses0.26%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cedarline Capital is a limited liability company that provides portfolio management for individuals and small businesses and offers pension consulting services. The firm charges fees based on a percentage of assets under management and serves both individual/family and institutional clients. Cedarline Capital is registered with the SEC (SEC Registered Year: Unknown). The adviser is listed as owner-type Individual and is classified as Unclassified in the source data. The firm does not identify as 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
- Public Funds/Mutual Funds36%
- US Government Bonds33%
- Exchange Traded Equities24%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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