CEDARVIEW CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2006

Total AUM

$105M

Discretionary

$104M

100% of AUM

Avg account

$1.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WOODMERE, New York
CRD number: 136253
Registered since: January 23, 2006
Website: cedarviewcapital.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles53.15%
Individuals46.85%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cedarview Capital Management, LP is a small hedge-fund style investment adviser organized as a limited partnership and SEC-registered since 2006. The firm serves high-net-worth individuals, families and institutional clients through portfolio management for individuals/small businesses, pooled investment vehicles and institutional accounts. Its business model combines a traditional percentage-of-AUM advisory fee with performance-based fees, and the firm also acts as a sponsor/GP or managing member of pooled vehicles it advises. Investment activity shows a clear preference for equity exposure delivered via exchange-traded instruments alongside dedicated alternative allocations. Cedarview is not positioned as an ESG-focused or multi-state adviser; it runs active discretionary strategies for most clients and retains a small amount of non-discretionary assets.