Cedarview Capital Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Woodmere, NY. Its latest Form ADV filing, dated March 12, 2026, reports $105M in regulatory assets under management, 6 employees, and 93 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.8% of total clients.
Top client categories% of clientsClients
1
Individuals
97.8%
91
2
Pooled Investment Vehicles
2.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of March 12, 2026
Discretionary99.9%
$104M
100% of total RAUM99.9%
Non-discretionary0.1%
$105K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$105M
Total Accounts93
10Y AUM Change$-102M (-49.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee16:1
10Y Employee Change-4 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.