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| Red Cedar Investment Management LLC
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| CRD # | 170939 |
| SEC # | 801-79728 |
| CIK # | 0001734398, 0001703147 |
| AUM | 3,328.0 M (2026-05-19) |
| Employees | 18 (72% Investors, 0% Brokers) |
| Phone | 616-378-6916 |
| Address | 333 Bridge Street NW Grand Rapids, MI 49504 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| SPDR Gold Trust | 15.7 | |
| iShares Silver Trust | 13.5 | |
| Corning Inc /NY | 12.0 | |
| Broadcom Inc | 10.4 | |
| Lilly Eli & Co | 8.6 | |
| Parker Hannifin Corp | 8.2 | |
| J P Morgan Chase & Co | 8.2 | |
| Microsoft Corp | 7.8 | |
| United Technologies Corp /DE/ | 7.4 | |
| Citizens Financial Group Inc/Ri | 6.3 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Red Cedar Strategic Income Sri LP | [2024-03-27] | 15.0 M | 19.1 M |
| Filed 2023-12-04 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 1.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.3 |
| (h) Charitable organizations | 4 | 0.2 |
| (i) State or municipal government entities | 1 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 1.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 3.3 |
| By Discretionary | ||
| Discretionary | 67 | 3.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 67 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 67 | 3.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Cassady | Executive Officer | 3 | 2 | |
| Michael Feldhaus | Executive Officer | 2 | 2 | |
| Red Cedar Sri GP LLC | Executive Officer | 1 | 1 | |
| David Withrow | Executive Officer | 1 | 1 | |
| Patricia Younker | Executive Officer | 1 | 1 | |
| Red Cedar Investment Management LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001703147] | |
| 13F-HR | [0001734398] | |
| 13F-NT | [0001734398] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| LEI | 549300LRORK5ENCW6344 |
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