|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Red Cedar Investment Management LLC
✚
|
|
|---|---|
| CRD # | 170939 |
| SEC # | 801-79728 |
| CIK # | 0001734398, 0001703147 |
| AUM | $2.0 B (2025-07-23) |
| Employees | 17 (76% Investors, 0% Brokers) |
| Phone | 616-378-6916 |
| Address | 333 Bridge Street NW Grand Rapids, MI 49504 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001734398 0001703147 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 14.7 | ||
| SPDR Gold Trust | 14.0 | ||
| Microsoft Corp | 11.8 | ||
| J P Morgan Chase & Co | 8.2 | ||
| Lilly Eli & Co | 8.1 | ||
| Eaton Corp Ltd | 7.2 | ||
| Motorola Inc | 6.6 | ||
| Parker Hannifin Corp | 6.5 | ||
| Facebook Inc | 6.1 | ||
| Ameriprise Financial Inc | 5.6 | ||
| Corning Inc /NY | 5.5 | ||
| AbbVie Inc | 5.1 | ||
| Costco Wholesale Corp /NEW | 4.4 | ||
| Home Depot Inc | 4.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Red Cedar Strategic Income Sri LP | [2024-03-27] | 15.0 | 17.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 493.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 17.1 |
| (g) Pension and profit sharing plans | 3 | 467.2 |
| (h) Charitable organizations | 4 | 127.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 838.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 38.3 |
| (n) Other | 0 | 0.0 |
| Total | 65 | 1,982.3 |
| By Discretionary | ||
| Discretionary | 65 | 1,982.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 65 | 1,982.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,982.3 | |
| Total | 65 | 1,982.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Feldhaus | 2 | ||
| John Cassady | 2 | ||
| Red Cedar Sri GP LLC | 1 | ||
| David Withrow | 1 | ||
| Patricia Younker | 1 | ||
| Red Cedar Investment Management LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001703147] | |
| 13F-HR | [0001734398] | |
| 13F-NT | [0001734398] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tangency Capital Investment Advisory Ltd
✚
|
2.1 | |
|
FS Fund Advisor LLC
✚
|
PA | 2.0 |
|
Virtus Alternative Investment Advisers Inc
✚
|
CT | 2.0 |
|
North Square Investments LLC
✚
|
IL | 2.0 |
|
Piper Sandler & Co
✚
|
MN | 2.0 |
|
Lawley Retirement Advisors LLC
✚
|
NY | 2.0 |
|
Columbia Capital Management LLC
✚
|
KS | 1.9 |
|
New England Retirement Consultants LLC
✚
|
MA | 1.9 |
|
Saratoga Investment Advisors LLC
✚
|
NY | 1.9 |
|
GE Vernova Investment Advisers LLC
✚
|
CT | 1.9 |