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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-19-2023
- Office Locations
- 2
Office Locations
About Cedar Ridge Investment Management LLC
Cedar Ridge Investment Management is a retail-focused RIA providing investment planning, retirement planning, and ongoing asset management, with capabilities including individual securities and charitable giving. Portfolios are largely ETF-based with a fixed-income sleeve, emphasizing disciplined, charterholder-oriented investment approach. Clients can access accounts via Charles Schwab, which serves as a key custodian.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
CURTIS COLIN LEHNERT
Advisor, Chief Compliance Officer, Owner
- CRD
- #5239843
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOEL H HENDRIKS
--
- CRD
- #5820483
JOHN HOPKINS
Chief Financial Officer
- CRD
- #7964597
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,000,000 | -- |
| Non-Discretionary | $7,000,000 | -- |
| Total | $54,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,944,501,556 | 32.3% |
| Sovereign Bonds | $2,040,823,614 | 33.9% |
| Cash | $2,034,803,485 | 33.8% |
| Total | $6,020,128,655 | 100.0% |