$55.9M Total AUM
$55.9M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Legacy summitHarbor vital
- Established Date
- 07-21-2017
- Office Locations
- 1
Office Locations
701 Fifth AVE Columbia Tower, 42nd Floor Seattle WA
About Cedar River Capital, LLC
Cedar River Capital, LLC is a Seattle, WA registered investment adviser providing active, globally oriented portfolio construction and asset allocation for retail and institutional clients. Strategies are implemented primarily through ETFs, with investment themes including emerging markets and public equity; client focus includes entrepreneurs.
Team overview
56 AVG AGE
$28.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
8.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
Catalyst alpha Focus Bridge radial Insight harbor
Client Personas
Catalyst
Custodian
Vertex Peak prime
Investment Themes
Catalyst summit Optima ember
Investment Vehicles
Foundation oak
Services
Frontier north
Technology
Pathway pioneer Focus vertex
Owner & Executives
B
Baltej Singh Kochar
Chief Compliance Officer, Managing Member, Portfolio Manager, Principal
- CRD
- #6797270
- Ownership
- 50% but less than 75%
(625) 653-3139
summit.vital@peakcapital.com
in linkedin.com/in/bridge-frontier
PAUL CHRISTOPHER LATTA
Managing Member, Principal
- CRD
- #2324753
- Ownership
- 50% but less than 75%
(874) 659-7527
capital.unison@oakcapital.com
in linkedin.com/in/signal-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,931,393 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,931,393 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,931,393
Equity - Exchange:
28.9% Corporate - Investment Grade:
11.4% Cash:
20.0% Public Funds:
39.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,470,266,197 | 28.9% |
| Corporate - Investment Grade | $579,966,597 | 11.4% |
| Cash | $1,017,485,257 | 20.0% |
| Public Funds | $2,019,708,235 | 39.7% |
| Total | $5,087,426,286 | 100.0% |