Cedar River Capital, LLC
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About
Cedar River Capital provides discretionary portfolio management and related consulting primarily to individual clients, including high-net-worth individuals, while also serving institutions, foundations, retirement-plan sponsors, and other investment advisers through subadvisory and model-portfolio services. The firm manages roughly $56 million for about 28 clients and reports additional assets under advisement of approximately $123 million.
Its investment platform centers on four equity-focused strategies (Global Core, Capital Opportunity, Ranger long/short, and Sound Equity) and combines bottom-up fundamental research with top-down macro views, technical, quantitative, and charting analyses. Portfolios hold individual stocks, ETFs, bonds, closed- and open-end funds, and the firm may use margin, short sales, and other borrowing in separately managed accounts; the Ranger strategy includes an overlay to adjust net equity exposure.
Distinctive aspects include maintaining six offices despite a two-advisor team and relatively modest regulatory AUM, an uncommon operational footprint for peers of this size, and the provision of subscription-style research and hedging consulting services to other investment professionals. The firm also acts as a subadvisor and model provider to third-party advisers and publishes public materials (videos and white papers) to communicate its market views.
Client services
Expertise
Occupation focus
Fee options
$1,500 per month for research services; $1,000 per month for hedging services
1.00% annually
Up to $300 per hour (negotiable)
Monthly fixed fees: $1,500 or $1,000 depending on service
Account minimum: $100,000
Main office
701 Fifth Ave, Columbia Tower, 42nd Floor
Seattle WA 98104
Advisors at this office
2
Most active in
California · Washington
Disclosures
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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
Quick links
Advisors at this firm
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.
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.
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