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Baltej K

Series 65

Seattle, WA

Cedar River Capital, LLC

Baltej Kochar is a financial advisor at Cedar River Capital, LLC in Seattle, WA, holding a Series 65 designation with nine years of industry experience. He previously operated Kochar Capital for two years before joining Cedar River Capital in 2017. Kochar is also a limited partner and minority shareholder in a private equity fund, TOC Equity Partners Alpha, LLC. Cedar River Capital provides discretionary portfolio management and consulting services primarily to individual and high-net-worth clients, while also serving institutions and other advisers through subadvisory and model-portfolio offerings. The firm employs multiple equity-focused investment strategies that integrate fundamental research with macroeconomic, technical, and quantitative analyses.

Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Paul L

CFA®, Series 63

Seattle, WA

Cedar River Capital, LLC

Paul Latta is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Cedar River Capital, LLC since 2017. Prior to this, he operated PL Consulting for one year. He is an advisory board member of GMJ Technologies and holds stock options representing approximately 0.5% ownership in the company. Cedar River Capital provides discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, while also serving institutions and other advisers through subadvisory and model-portfolio services. The firm employs multiple equity-focused strategies combining fundamental and quantitative analyses and maintains a broader operational footprint than typical for its size.

Active portfolio management Concentrated stock management Founder/Business Owner Executive
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