Cedarpoint Capital Management Inc (New York)

Cedarpoint Capital Management Inc is a large advisory firm based in New York. It manages $51.01 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001.

Cedarpoint Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cedarpoint Capital Management: assets under management

The assets under management (AUM) of Cedarpoint Capital Management Inc is $51.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $962.44 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cedarpoint Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cedarpoint Capital Management Inc

Loren David Ross has been acting as President since 1 May 1981. Shelley Myers Ross joined the executive team most recently as the Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Shelley Myers Ross	Officer	1 May 1981	Other	4379478
Loren David Ross	President	1 May 1981	75% - 100%	4379480

Based in New York

The principal office where Cedarpoint Capital Management Inc performs its advisory services is located at 307 7 Th Avenue, New York, NY 10001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.