Cedar Ridge Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$47,000,000
Clients
100
Advisors
3
across 2 offices
About
Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other entities, reporting roughly $54 million in assets under management across about 100 client accounts. Financial planning work described in the brochure includes investment, retirement, education, and charitable planning alongside ongoing portfolio monitoring.
The firm’s investment process combines quantitative, fundamental, technical, cyclical, and economic analysis to identify investments that align with its models, and it states that model output is tempered by professional judgment. CRIM offers an Asset Allocation strategy focused on longer‑term holdings with at least quarterly rebalancing and a CRIM Alpha Opportunities strategy that blends long‑ and short‑term positions with more dynamic, monthly (or more frequent) rebalancing.
The brochure emphasizes that the firm is led by a single principal who serves as founder, chief compliance officer, and the sole investment professional, a governance structure that is uncommon for supported firms. Although high‑net‑worth individuals are listed as eligible clients, the firm’s reported AUM, client count, and a stated $100,000 minimum for its Alpha Opportunities strategy indicate an operating scale and client mix oriented toward individual investors rather than a predominantly ultra‑high‑net‑worth clientele; the brochure also notes a fee‑only model and use of an independent custodian (Charles Schwab).
Client services
Expertise
Fee options
Fixed fees for investment services may be negotiated; financial planning fees are fixed and due at completion.
$0.01 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
Account minimum: $100,000 for CRIM Alpha Opportunities Strategy; no minimum for Asset Allocation strategy Fee-only: Financial planning fees due 100% at plan completion and delivery; fixed fees may be negotiated and are commensurate with AUM fees.
Main office
See officeByron Center MI
Advisors at this office
2
Offices (2)
Most active in
California · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
Curtis L
CFA®
Byron Center, MI
Cedar Ridge Investment Management LLC
Curtis Lehnert is a CFA® charterholder with two years of industry experience. He is the principal of Cedar Ridge Investment Management LLC, where he has worked since 2023. Prior to this, he held positions at DAE Capital Advisors, Smartkarma Innovations, and Starlight Capital Group, and managed his personal investment account from 2014 to 2017. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm combines quantitative models with fundamental, technical, cyclical, and economic analysis to guide investment decisions and offers both discretionary and non-discretionary accounts with asset-based fees.
Joel H
Series 63
Redlands, CA
Cedar Ridge Investment Management LLC
Joel Hendriks is the sole advisor at Cedar Ridge Investment Management LLC in Redlands, CA, holding a Series 63 designation with one year of industry experience. He has been involved with Prospect Financial Solutions LLC since 2012, where he serves as CEO overseeing tax preparation and planning services. Additionally, he manages Prosect Payroll LLC, a payroll service bureau. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a quantitative and fundamental investment process, manages both discretionary and non-discretionary accounts without accepting commissions, and maintains formal compliance controls.
John H
Byron Center, MI
Cedar Ridge Investment Management LLC
John Hopkins is a financial advisor at Cedar Ridge Investment Management LLC with two years of industry experience. He has been a partner in the income tax firm where he works and has spent 12 years at Prospect Financial Solutions, LLC. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm employs a variety of analytical approaches combined with professional judgment and offers strategies focused on both long-term holdings and more dynamic rebalancing.
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