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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cedar Point Capital Partners LLC
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|---|---|
| CRD # | 317532 |
| SEC # | 801-123161 |
| CIK # | 0001954337 |
| AUM | $200.9 M (2025-03-19) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 800-501-6403 |
| Address | 329 12th Ave SE Cedar Rapids, IA 52401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 5.3 | ||
| Apple Inc | 1.4 | ||
| iShares Gold Trust Micro | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 73.1 |
| (b) Individuals (high net worth individuals) | 98 | 120.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,128 | 200.9 |
| By Discretionary | ||
| Discretionary | 1,128 | 200.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,128 | 200.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.9 | |
| Total | 1,128 | 200.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001954337] |
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