Baltej Kochar is a registered investment advisor at Cedar River Capital, LLC, based in Seattle, WA, with 8 years of industry experience. Baltej operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
701 Fifth Ave, Columbia Tower, 42nd Floor, Seattle, WA, 98104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Baltej is a limited partner and shareholder in a private equity fund, TOC Equity Partners Alpha, LLC, spending minimal time on this activity. He may occasionally offer clients advice or products related to this fund, which could present a conflict of interest.
Employment History
Current Registrations
Cedar River Capital, LLC
State Registrations2 states
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