CEDAR SPRING ADVISORS, LLC
Adviser information for CEDAR SPRING ADVISORS, LLC last updated from Form ADV on January 11th, 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 | Pennsylvania, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 533 | $94.7M |
| Non-Discretionary | 133 | $20.7M |
| Total | 666 | $115.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 211 | $60.4M |
| HNW Individuals | 30 | $54.5M |
| 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 | 0 | $0 |
| Charitable organizations | 1 | $438,185 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-127474 |
|---|---|
| SEC ERA File Number | 801-127474 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289329 |
| Legal Entity Identifier | None |
Principal Office
2939 SPRING VALLEY RDLANCASTER
PA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 717-224-1238, Fax: 888-608-9978
Chief Compliance Officer
MICHELLE FLETCHER
MEMBER
2939 SPRING VALLEY ROAD
LANCASTER
PA
United States
Tel:
717-951-6148
Fax:
888-608-9978
M*******@******************T
(Full email address available in API data)
Regulatory Contact
JUSTIN MCMASTER
MEMBER
29 S CEDAR STREET
LITITZ
PA
United States
Tel:
717-224-1238
Fax:
888-608-9978
J**************@********************M
(Full email address available in API data)
Industry Affiliates
| MCMASTER FINANCIAL SERVICES, LLC | Insurance company or agency |
| MICHELLE FLETCHER, SOLE PROPRIETOR | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FLETCHER, MICHELLE, LACOSTE | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2017 | 50-75% |
| MCMASTER, JUSTIN, P | Individual | – | MEMBER | 07/2017 | 50-75% |