other names
  • RED CEDAR INVESTMENT MANAGEMENT
  • RED CEDAR INVESTMENT MANAGEMENT, LLC

Adviser Profile

As of Date 03/31/2026
ADV Location GRAND RAPIDS, MI, United States
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 18 20%
of those in investment advisory functions 13 18%
Registration SEC, Approved, 05/19/2014

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 1B 1B 986M 739M 493M 246M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name COHEN & COMPANY Filing Date10/27/2025 Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY Filing Date07/26/2024 Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY Filing Date01/26/2024 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$19,147,274

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker92206C730 Stock NameVANGUARD SCOTTSDALE FDS $ Position$164,393,994 % Position18.00% $ Change0.00% # Change-2.00%
Stck Ticker464287622 Stock NameISHARES TR $ Position$152,829,634 % Position17.00% $ Change0.00% # Change-2.00%
Stck Ticker464287507 Stock NameISHARES TR $ Position$54,489,947 % Position6.00% $ Change1.00% # Change0.00%
Stck Ticker46434G103 Stock NameISHARES INC $ Position$38,437,775 % Position4.00% $ Change3.00% # Change1.00%
Stck Ticker46434G822 Stock NameISHARES INC $ Position$31,668,139 % Position3.00% $ Change1.00% # Change0.00%
Stck Ticker464287465 Stock NameISHARES TR $ Position$24,696,559 % Position3.00% $ Change3.00% # Change1.00%
Stck Ticker808524805 Stock NameSCHWAB STRATEGIC TR $ Position$25,631,518 % Position3.00% $ Change6.00% # Change3.00%
Stck Ticker92189F106 Stock NameVANECK ETF TRUST $ Position$17,831,506 % Position2.00% $ Change-26.00% # Change-34.00%
Stck Ticker464287226 Stock NameISHARES TR $ Position$23,119,729 % Position2.00% $ Change15.00% # Change15.00%
Stck Ticker78463V107 Stock NameSPDR GOLD TR $ Position$17,441,603 % Position2.00% $ Change7.00% # Change-4.00%

Brochure Summary