Cedar Point Capital Partners, LLC
● SEC registered since 2022CRD 317532SEC# 801-123161Cedar Rapids, IA
Reg. AUM
$248.1M
Employees
7
Accounts
969
Location
Cedar Rapids, IA
Cedar Point Capital Partners, LLC assets under management
Cedar Point Capital Partners, LLC is an SEC-registered investment adviser based in Cedar Rapids, IA. The firm has been registered since 2022. It reports $248.1 million in regulatory assets under management and employs 7 people.
Cedar Point Capital Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bridget Celia Davis Meier Control | Chief Compliance Officer | Under 5% | 2024 |
| East Cedar LLC Control | Owner | 25-50% | 2022 |
| North Cedar LLC Control | Owner | 25-50% | 2022 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cedar Point Capital Partners, LLC manage?
Cedar Point Capital Partners, LLC reports $248.1 million in regulatory assets under management on its Form ADV.
How many employees does Cedar Point Capital Partners, LLC have?
Cedar Point Capital Partners, LLC reports 7 employees.
Where is Cedar Point Capital Partners, LLC located?
Cedar Point Capital Partners, LLC is based in Cedar Rapids, IA and has been SEC-registered since 2022.
Does Cedar Point Capital Partners, LLC disclose fund performance?
Cedar Point Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 329 12th Ave SE, Suite 106, Cedar Rapids, IA 52401 |
| Phone | (800) 501-6403 |
| Fax | (319) 582-6801 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$248.1M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$248.1Mregulatory AUM
Discretionary $248.1M