RIA Intel›Advisers›Colorado›CEDRUS HOLDING CO, LLC

CEDRUS HOLDING CO, LLC

Advisory

Y·LITTLETON, CO

Data as of Dec 10, 2024 · Source: SEC Form ADV

Total AUM

$651M

1-Year AUM Growth

+36.7%

3-Year CAGR

+36.3%

Employees

17

Assets Under Management

Total AUM$651M

Discretionary AUM$651M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients787

Team

Total Employees17

Investment Advisers17

Employee Growth (1Y)+30.8%

Filing History

Total Filings on Record29

First FilingFeb 3, 2021

Latest FilingDec 10, 2024

🔒 Full AUM trend chart and 29 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CEDRUS HOLDING CO, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.