Cedarline Capital

Overview

Cedarline Capital is a small, privately held advisory firm organized as a limited liability company that serves individual, family and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses, with an advisory offering that includes pension consulting. Cedarline Capital leans toward externally managed public funds as the backbone of client portfolios and supplements those with allocations to third‑party real estate strategies when appropriate. The firm reports no active ESG program and operates under a single‑state registration profile. Cedarline’s portfolios are predominantly managed on a discretionary basis, indicating that advisors maintain authority to execute securities transactions on behalf of clients within agreed guidelines. Custody and trade execution are handled through a major custodian, which supports access to mutual funds, separately managed accounts and external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices