CEDRUS LLC
Adviser information for CEDRUS LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 17 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 17 |
| Licensed Agents of an Insurance Company | 15 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,007 | $651.1M |
| Non-Discretionary | 0 | $0 |
| Total | 2,007 | $651.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 629 | $160.1M |
| HNW Individuals | 131 | $397.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 7 | $3.9M |
| Charitable organizations | 10 | $72.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $17.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 9 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Insurance broker or agent |
Principal Office
8241 SOUTH CONTINENTAL DIVIDE ROADLITTLETON
CO
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 720-724-2170, Fax: 720-533-3266
Websites
Chief Compliance Officer
TYLER J. GRAEVE
CEO
8241 SOUTH CONTINENTAL DIVIDE ROAD
LITTLETON
CO
United States
Tel:
720-724-2170
T******@******************M
(Full email address available in API data)
Regulatory Contact
PAUL ROLD
8241 SOUTH CONTINENTAL DIVIDE ROAD
LITTLETON
CO
United States
Tel:
720-724-2170
P****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRAEVE, TYLER, JOSEPH | Individual | – | MANAGING MEMBER/CEO/CCO | 01/2022 | 25-50% |
| NEELY, MARK, THOMAS | Individual | – | MEMBER | 01/2022 | 25-50% |
| Graeve, Daniel, Stephen | Individual | – | MEMBER | 01/2024 | 10-25% |