|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cedrus Holding Co LLC
✚
|
|
|---|---|
| CRD # | 312878 |
| SEC # | 801-120443 |
| CIK # | 0000199281 |
| AUM | $651.1 M (2025-02-03) |
| Employees | 17 (100% Investors, 0% Brokers) |
| Phone | 720-724-2170 |
| Address | 8241 South Continental Divide Road Littleton, CO 80127 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 629 | 160.1 |
| (b) Individuals (high net worth individuals) | 131 | 397.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 3.9 |
| (h) Charitable organizations | 10 | 72.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 17.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,007 | 651.1 |
| By Discretionary | ||
| Discretionary | 2,007 | 651.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,007 | 651.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 651.1 | |
| Total | 2,007 | 651.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Campbell Deegan Wealth Management LLC
✚
|
VA | 0.7 |
|
Fonville Wealth Management LLC
✚
|
VA | 0.7 |
|
Global Financial Group Advisors LLC
✚
|
MI | 0.7 |
|
Argent Retirement Plan Advisors LLC
✚
|
LA | 0.7 |
|
Cadent Capital Advisors LLC
✚
|
OK | 0.7 |
|
The August Group Capital Limited
✚
|
0.6 | |
|
ARQ Wealth Advisors LLC
✚
|
AZ | 0.6 |
|
Pinion Investment Advisors LLC
✚
|
KS | 0.6 |
|
Olstein Capital Management LP
✚
|
NY | 0.6 |
|
Carr Financial Group Corporation
✚
|
MA | 0.6 |