Overview
Assets Under Management: $116 million
Headquarters: WOODMERE, NY
Frequently Asked Questions
CEDARVIEW CAPITAL MANAGEMENT, LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136253), CEDARVIEW CAPITAL MANAGEMENT, LP is subject to fiduciary duty under federal law.
CEDARVIEW CAPITAL MANAGEMENT, LP is headquartered in WOODMERE, NY.
According to their SEC Form ADV, CEDARVIEW CAPITAL MANAGEMENT, LP offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CEDARVIEW CAPITAL MANAGEMENT, LP manages $116 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, CEDARVIEW CAPITAL MANAGEMENT, LP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 92
Discretionary Accounts: 91
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 136253
Filing ID: 1831384
Last Filing Date: 2024-03-20 14:56:00