Cedar Grove Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Cedar Grove Capital Management LLC is a newly registered, single‑advisor investment adviser that offers discretionary portfolio management primarily to individuals and high‑net‑worth individuals. The firm advises on U.S. equities, fixed income, ETFs (including precious metal sector ETFs), commodities and non‑U.S. securities and prepares an investment policy statement for each client.
The firm relies on fundamental analysis and employs a range of trading approaches, including long‑ and short‑term trading as well as the use of short sales, margin and options strategies. CGCM accepts both asset‑based and performance‑based fee arrangements for eligible clients, and it describes policies intended to allocate investment opportunities and trading fairly across accounts to address the conflicts those fee structures can create.
Notable features that distinguish CGCM from many peers are its very small scale and recent formation with no assets under management reported, the firm’s requirement that clients use a specific custodian and broker‑dealer, and its explicit use of leverage and derivatives in client accounts. The firm does not select sub‑advisers, may receive certain research or services from brokers, and operates under a single manager model with quarterly reporting and discretionary authority.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
1.00% annually
20.00% performance fee on capital appreciation with a high water mark and hurdle rate
Main office location
Cedar Grove Capital Management
Royal Oak MI, United States
Number of offices
1
Most active in
Cedar Grove Capital Management has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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