Cedar Capital Advisors
Overview
An independent, fee-only registered investment advisory firm that provides personalized financial planning, portfolio management, and investment advice to individuals, families, and institutions. The firm focuses on a planning-based approach, creating tailored financial plans and delivering advanced portfolio management with asset allocation and tax-aware investing.
Portfolio Companies
1
Website
cedarcapitaladvisors.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Agua Bonita | Oct 2021 | Pre Seed | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Cedar Capital Advisors based?
Cedar Capital Advisors is headquartered in Barrington, Illinois, United States.
When was Cedar Capital Advisors founded?
Founding year information for Cedar Capital Advisors is not publicly available.
How many portfolio companies does Cedar Capital Advisors have?
Cedar Capital Advisors has 1 portfolio company in Caplight's dataset.
What are some companies in Cedar Capital Advisors's portfolio?
Portfolio companies visible on Caplight include Agua Bonita.
What was Cedar Capital Advisors's most recent investment shown here?
Cedar Capital Advisors's most recent investment in this portfolio sample was in Agua Bonita in 2021.
What sectors does Cedar Capital Advisors focus on?
Cedar Capital Advisors focuses on Consumer & Commerce, Energy & Sustainability.
What company stages does Cedar Capital Advisors focus on?
Cedar Capital Advisors typically invests at the Early stage.
What is Cedar Capital Advisors's AUM?
Cedar Capital Advisors's assets under management are estimated between $33.6M and $76.3M.