Cedar River Capital, LLC

Baltej Kochar is a financial advisor at Cedar River Capital, LLC in Seattle, WA, holding a Series 65 designation with eight years of industry experience. He previously operated Kochar Capital from 2015 to 2017 before joining Cedar River Capital, where he has worked since 2017. Kochar is also a limited partner and minority shareholder in a private equity fund, TOC Equity Partners Alpha, LLC. Cedar River Capital provides discretionary portfolio management and advisory services to individuals, institutional investors, and other advisers, utilizing four equity-focused strategies that combine fundamental, quantitative, technical, and macro analysis. The firm manages approximately $51 million for a small client base across multiple offices and offers consulting, retirement-plan advisory, and model portfolio services.

Paul Latta is a CFA® charterholder with eight years of industry experience currently serving at Cedar River Capital, LLC since 2017. Prior to this, he worked at PL Consulting and Glacier Peak Capital. He is an advisory board member of GMJ Technologies and holds stock options in the company. Cedar River Capital provides discretionary portfolio management and advisory services to individuals, institutional investors, and other advisers through separately managed accounts and model-portfolio arrangements. The firm employs four equity-focused strategies and operates multiple offices while managing approximately $51 million in assets.