other names
  • RED CEDAR INVESTMENT MANAGEMENT
  • RED CEDAR INVESTMENT MANAGEMENT, LLC

Adviser Profile

AUM* 3,328,007,890 104%
of that, discretionary 3,328,007,890 104%
Private Fund GAV* 19,147,274 12%
Avg Account Size 49,671,760 80%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees 18 20%

of those in investment advisory functions 13 18%

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 3B 2B 2B 1B 951M 475M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name COHEN & COMPANY Filing Date10/27/2025 Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY Filing Date07/26/2024 Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY Filing Date01/26/2024 Form ADV-E View Report

Private Funds Structure

SEC Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$19,147,274

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker92206C730 Stock NameVANGUARD SCOTTSDALE FDS $ Position$152,581,690 % Position16.00% $ Change-7.00% # Change-3.00%
Stck Ticker464287622 Stock NameISHARES TR $ Position$140,956,939 % Position15.00% $ Change-8.00% # Change-3.00%
Stck Ticker464287507 Stock NameISHARES TR $ Position$54,832,703 % Position6.00% $ Change1.00% # Change-2.00%
Stck Ticker464287226 Stock NameISHARES TR $ Position$36,445,064 % Position4.00% $ Change58.00% # Change59.00%
Stck Ticker46434G103 Stock NameISHARES INC $ Position$39,958,835 % Position4.00% $ Change4.00% # Change0.00%
Stck Ticker464287465 Stock NameISHARES TR $ Position$24,979,452 % Position3.00% $ Change1.00% # Change0.00%
Stck Ticker46434G822 Stock NameISHARES INC $ Position$33,119,367 % Position3.00% $ Change5.00% # Change0.00%
Stck Ticker808524805 Stock NameSCHWAB STRATEGIC TR $ Position$26,388,522 % Position3.00% $ Change3.00% # Change0.00%
Stck Ticker78464A474 Stock NameSPDR SERIES TRUST $ Position$23,211,664 % Position2.00% $ Change71.00% # Change71.00%
Stck Ticker808524201 Stock NameSCHWAB STRATEGIC TR $ Position$16,831,686 % Position2.00% $ Change-5.00% # Change0.00%

Brochure Summary