CEDARVIEW CAPITAL MANAGEMENT, LP

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Adviser Profile
As of Date 03/20/2024
Adviser Type - Large advisory firm
Number of Employees 6 -14.29%
of those in investment advisory functions 6 -14.29%
Registration SEC, Approved, 01/23/2006
AUM* 115,632,238 -1.64%
of that, discretionary 115,378,090 -1.64%
Private Fund GAV* 69,763,126 -8.10%
Avg Account Size 1,256,872 0.50%
SMA’s Yes
Private Funds 1 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
217M 186M 155M 124M 93M 62M 31M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$69,763,126

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Brochure Summary

Overview

Cedarview Capital Management, LP (“Cedarview” or the “Adviser”) is a limited partnership formed under Delaware law and registered as an investment adviser with the U.S. Securities and Exchange Commission (the “SEC”) under Section 203 of the Investment Advisers Act of 1940, as amended (the “Advisers Act”). Cedarview was founded in August 2004. The managing partner and principal owner of Cedarview is Burton Weinstein. Cedarview serves as the investment manager of privately-offered alternative investment funds (the “Fund(s)”) and separately managed accounts (including separate vehicles to manage assets of a single investor, “SMAs”) for clients (such SMAs, together with the Funds, collectively referred to herein as “Clients”). Cedarview provides advice to Clients regarding core asset classes, which include high-yield bonds, bank loans, distressed securities, equity of debt-laden companies and certain other investments and instruments. Funds are generally managed using a “master-feeder” structure, through which feeder funds invest their assets in a single company. Burton Weinstein serves as the portfolio manager for the Funds and certain Clients that are SMAs. Irving Bodner (together with Mr. Weinstein, the “Portfolio Managers”) serves as
portfolio manager for certain other Clients that are SMAs. Each of the Portfolio Managers has primary responsibility for the portfolio management and operations of the particular Client accounts for which they serve as Portfolio Manager. Cedarview’s advisory services may be tailored to meet the individual investment needs of Clients that are SMAs, such as by imposing restrictions on particular types of investments held in the account. Cedarview generally permits Clients that are SMAs to impose restrictions with respect to: (1) the specific types of investments or asset classes that Cedarview will or will not purchase for the account; (2) the nature of the issuers of securities that Cedarview will or will not purchase for the account (e.g., specific industries or sectors); and/or (3) the risk profile of instruments Cedarview will or will not purchase for the account, or the risk profile of the account as a whole. Cedarview does not tailor its advisory services to meet the particular investment needs of individual investors in a Fund. As of December 31, 2023, Cedarview had approximately $115,652,238 assets under management, $115,378,090 of which was managed on a discretionary basis and $254,148 on a non-discretionary basis.