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RED CEDAR INVESTMENT MANAGEMENT
Legal name: RED CEDAR INVESTMENT MANAGEMENT, LLC
CRD 170939File 801-79728
APPROVED
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.33B
Top 25% of cohort (national)
Discretionary AUM
$3.33B
Clients
26
67 accounts
Employees
18
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 19, 2014
- Principal office
- 333 BRIDGE STREET NW, SUITE 601, GRAND RAPIDS, MI, 49504
- Phone
- 616-378-6916
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.33B
- Discretionary AUM
- $3.33B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 67
- Non-discretionary accounts
- 0
- Total accounts
- 67
- AUM per client
- $128.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $55.2M |
| Insurance companies | 9 | $1.18B |
| Investment companies | 4 | $1.26B |
| Charitable organizations | Fewer than 5 | $152.3M |
| Pooled investment vehicles | 1 | $19.1M |
| Pension and profit sharing plans | Fewer than 5 | $343.8M |
| State or municipal government entities | Fewer than 5 | $325.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.