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Cedar Point Capital Partners, LLC

● SEC registered since 2022CRD 317532SEC# 801-123161Cedar Rapids, IA
Export (members)
Reg. AUM
$200.9M
Employees
6
Accounts
1,128
Location
Cedar Rapids, IA

Cedar Point Capital Partners, LLC assets under management

Cedar Point Capital Partners, LLC is an SEC-registered investment adviser based in Cedar Rapids, IA. The firm has been registered since 2022. It reports $200.9 million in regulatory assets under management and employs 6 people.
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Cedar Point Capital Partners, LLC owners & executives

7 reported
NameTitleOwnershipSince
Bridget Celia Davis ControlChief Compliance OfficerUnder 5%2024
East Cedar LLC ControlOwner25-50%2022
North Cedar LLC ControlOwner25-50%2022
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Frequently asked questions

How much does Cedar Point Capital Partners, LLC manage?

Cedar Point Capital Partners, LLC reports $200.9 million in regulatory assets under management on its Form ADV.

How many employees does Cedar Point Capital Partners, LLC have?

Cedar Point Capital Partners, LLC reports 6 employees.

Where is Cedar Point Capital Partners, LLC located?

Cedar Point Capital Partners, LLC is based in Cedar Rapids, IA and has been SEC-registered since 2022.

Does Cedar Point Capital Partners, LLC disclose fund performance?

Cedar Point Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address329 12th Ave SE, Suite 106, Cedar Rapids, IA 52401
Phone(800) 501-6403
Fax(319) 582-6801
Office hours8:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$200.9M
Non-discretionary$0
Total (RAUM)$200.9M