Cedar Street Asset Management LLC

Cedar Street Asset Management LLC primarily manages private pooled vehicles organized as Delaware limited partnerships and separately managed accounts, acting as general partner for its funds and overseeing approximately $938 million in discretionary regulatory assets under management. The firm also provides discretionary sub‑advisory services to a registered investment company and advises institutional investors, including a sovereign wealth fund.

Cedar Street describes its process as a fundamentally driven, value‑oriented framework applied across global equity and equity‑related securities, emphasizing companies with attractive valuations and generally low leverage, often in micro, small and mid‑cap market segments. The firm implements its investment views through discretionary portfolio management and may employ event‑driven and special‑situation investments as well as hedging and other derivative strategies when appropriate.

What is distinctive in Cedar Street’s brochure is the mix of client types and roles beyond typical pooled‑vehicle management: it serves as general partner to its funds, provides portfolio management to a registered investment company, and lists charitable organizations, foundations and other institutional client types among its target or current clients—arrangements that are less common for firms in this category. The brochure also notes custody considerations arising from the firm’s general partner status and describes regular investor reporting, including audited annual financial statements and monthly administrator statements to fund investors.