Cedarline Capital

CedarLine Capital provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, corporations and pooled investment vehicles. The firm documents client goals and constraints in written Investment Policy Statements and offers tailored investment programs, including advisory services to pooled vehicles and private funds, with prior references to an affiliated pooled vehicle noted in its disclosures.

CedarLine typically seeks discretionary authority to implement clients’ plans and combines multiple methods of analysis — including fundamental, quantitative, technical, cyclical, and modern portfolio theory — to construct and monitor portfolios. Its stated trading approach includes long- and short-term strategies and explicitly contemplates the use of margin/borrowing and options (including covered, uncovered and spread strategies), and the firm discloses potential use of derivatives in separately managed accounts.

Distinctive features relative to many independent advisers include its work with pooled investment vehicles and private-fund activities, its service to corporate clients, and the provision of pension consulting limited to assets in self-directed 401(k) brokerage accounts rather than plan-level fiduciary services. The brochure also discloses a related-party business relationship and prior affiliation with a fund vehicle, which may raise related-party allocation and conflict considerations that prospective clients should review.