Cedar Grove Capital Management

Cedar Grove Capital Management LLC is a newly registered, single‑advisor investment adviser that offers discretionary portfolio management primarily to individuals and high‑net‑worth individuals. The firm advises on U.S. equities, fixed income, ETFs (including precious metal sector ETFs), commodities and non‑U.S. securities and prepares an investment policy statement for each client.

The firm relies on fundamental analysis and employs a range of trading approaches, including long‑ and short‑term trading as well as the use of short sales, margin and options strategies. CGCM accepts both asset‑based and performance‑based fee arrangements for eligible clients, and it describes policies intended to allocate investment opportunities and trading fairly across accounts to address the conflicts those fee structures can create.

Notable features that distinguish CGCM from many peers are its very small scale and recent formation with no assets under management reported, the firm’s requirement that clients use a specific custodian and broker‑dealer, and its explicit use of leverage and derivatives in client accounts. The firm does not select sub‑advisers, may receive certain research or services from brokers, and operates under a single manager model with quarterly reporting and discretionary authority.