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CEDARVIEW CAPITAL MANAGEMENT, LP
CRD 136253File 801-65332
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$104.6M
Bottom 25% of cohort (national)
Discretionary AUM
$104.5M
Non-discretionary $105K
Clients
93
93 accounts
Employees
6
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 23, 2006
- Principal office
- 1024 BROADWAY, WOODMERE, NY, 11598
- Phone
- 212-375-6000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.6M
- Discretionary AUM
- $104.5M
- Non-discretionary AUM
- $105K
- Discretionary accounts
- 92
- Non-discretionary accounts
- 1
- Total accounts
- 93
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $55.6M |
| Individuals (other than high net worth individuals) | 91 | $49.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 89 | 93 | increased by4 |
| Apr 1, 2026 | AUM | $103,590,756 | $104,603,322 | increased by$1,012,566 |
| Apr 1, 2026 | Accounts | 89 | 93 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 115 | 89 | decreased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $169,706,266 | $103,590,756 | decreased by$66,115,510 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 117 | 89 | decreased by28 |
| Sep 1, 2022 | Employees | 9 | 7 | decreased by2 |
| Apr 1, 2022 | Employees | 5 | 9 | increased by4 |
| Apr 1, 2022 | Clients | 142 | 115 | decreased by27 |
| Apr 1, 2022 | AUM | $184,945,610 | $169,706,266 | decreased by$15,239,344 |
| Apr 1, 2022 | Accounts | 144 | 117 | decreased by27 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CEDARVIEW CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CEDARVIEW CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.