9AT: CEDARVIEW CAPITAL MANAGEMENT, LP

other names

CEDARVIEW CAPITAL MANAGEMENT, LP

Adviser Profile

As of Date	03/12/2025
ADV Location	WOODMERE, NY, United States
Adviser Type - Large advisory firm
Number of Employees	6 -14%
of those in investment advisory functions	6 -14%
Registration	SEC, Approved, 01/23/2006

AUM^*	103,590,756 -10%
of that, discretionary	103,471,682 -12%
Private Fund GAV^*	57,196,341 -29%
Avg Account Size	1,163,941 -7%
SMA’s	Yes
Private Funds	3
Contact Info	212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count3	GAV$57,196,341

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GILEAD CAPITAL LP	Hedge Fund28.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV28.4m	AUM28.4m	#Funds3
Adviser COURANT INVESTMENT MANAGEMENT LLC	Hedge Fund133.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV133.3m	AUM133.3m	#Funds1
Adviser CONSCIOUS ENDEAVORS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM112.9m	#Funds-
Adviser PING CAPITAL MANAGEMENT, INC.	Hedge Fund482.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV482.2m	AUM482.2m	#Funds6
Adviser THOMPSON DAVIS ASSET MANAGEMENT	Hedge Fund5.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV5.7m	AUM206.9m	#Funds1
Adviser WESTWOOD WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM300.4m	#Funds1
Adviser BRANDYWINE ASSET MANAGEMENT	Hedge Fund70.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV70.0m	AUM225.0m	#Funds1
Adviser ACT CAPITAL MANAGEMENT, LLC	Hedge Fund100.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV100.5m	AUM115.1m	#Funds5
Adviser ROAD CAPITAL MANAGEMENT LP	Hedge Fund252.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund15.0m	Other Fund-	Total Private Fund GAV282.7m	AUM267.7m	#Funds6
Adviser HUDSON PARK MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM57.0m	#Funds-

Brochure Summary

Overview

Cedarview Capital Management, LP (“Cedarview” or the “Adviser”) is a limited partnership formed under Delaware law and registered as an investment adviser with the U.S. Securities and Exchange Commission (the “SEC”) under Section 203 of the Investment Advisers Act of 1940, as amended (the “Advisers Act”). Cedarview was founded in August 2004. The managing partner and principal owner of Cedarview is Burton Weinstein. Cedarview serves as the investment manager of privately-offered alternative investment funds (the “Fund(s)”) and separately managed accounts (including separate vehicles to manage assets of a single investor, “SMAs”) for clients (such SMAs, together with the Funds, collectively referred to herein as “Clients”). Cedarview provides advice to Clients regarding core asset classes, which include high-yield bonds, bank loans, distressed securities, equity of debt-laden companies and certain other investments and instruments. Funds are generally managed using a “master-feeder” structure, through which feeder funds invest their assets in a single company. Burton Weinstein serves as the portfolio manager for the Funds and certain Clients that are SMAs. Irving Bodner (together with Mr. Weinstein, the “Portfolio Managers”) serves as

portfolio manager for certain other Clients that are SMAs. Each of the Portfolio Managers has primary responsibility for the portfolio management and operations of the particular Client accounts for which they serve as Portfolio Manager. Cedarview’s advisory services may be tailored to meet the individual investment needs of Clients that are SMAs, such as by imposing restrictions on particular types of investments held in the account. Cedarview generally permits Clients that are SMAs to impose restrictions with respect to: (1) the specific types of investments or asset classes that Cedarview will or will not purchase for the account; (2) the nature of the issuers of securities that Cedarview will or will not purchase for the account (e.g., specific industries or sectors); and/or (3) the risk profile of instruments Cedarview will or will not purchase for the account, or the risk profile of the account as a whole. Cedarview does not tailor its advisory services to meet the particular investment needs of individual investors in a Fund. As of December 31, 2023, Cedarview had approximately $115,652,238 assets under management, $115,378,090 of which was managed on a discretionary basis and $254,148 on a non-discretionary basis.

CEDARVIEW CAPITAL MANAGEMENT, LP

Adviser Profile

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