Cedar Grove Capital Management is a registered investment advisor founded in 2023 and led by Paul Cerro. The firm provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Cedar Grove Capital Management builds personalized investment policies and evaluates current holdings using fundamental analysis. The firm primarily recommends U.S. equities, but also utilizes fixed income securities, exchange-traded funds, commodities, and non-U.S. securities to diversify portfolios. Cedar Grove Capital Management operates with the authority to make trades without asking clients first and requires clients to use Interactive Brokers as their custodian. For certain qualified clients, the firm also offers performance-based fee arrangements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee is 1.00% of assets under management. Qualified clients may alternatively choose an agreement combining a 1.00% annual management fee with a 20.00% performance fee subject to a high-water mark and hurdle rate. Fees are generally negotiable.