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Cedar Spring Advisors, LLC

● SEC registered since 2023CRD 289329SEC# 801-127474
Export (members)
Reg. AUM
$169.4M
Employees
4
Accounts
805
Location

Cedar Spring Advisors, LLC assets under management

Cedar Spring Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2023. It reports $169.4 million in regulatory assets under management and employs 4 people.

Cedar Spring Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Justin P McMaster ControlMember50-75%2017
Michelle Lacoste Fletcher ControlChief Compliance Officer50-75%2017

Frequently asked questions

How much does Cedar Spring Advisors, LLC manage?

Cedar Spring Advisors, LLC reports $169.4 million in regulatory assets under management on its Form ADV.

How many employees does Cedar Spring Advisors, LLC have?

Cedar Spring Advisors, LLC reports 4 employees.

Does Cedar Spring Advisors, LLC disclose fund performance?

Cedar Spring Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone717-224-1238
Fax888-608-9978
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$169.4M▲ 22%
Jan '25 — $139.4MFeb '25 — $139.4MMar '25 — $139.4MApr '25 — $139.4MMay '25 — $139.4MJun '25 — $139.4MJul '25 — $139.4MAug '25 — $139.4MSep '25 — $139.4MOct '25 — $139.4MNov '25 — $139.4MDec '25 — $139.4MJan '26 — $169.4MFeb '26 — $169.4MMar '26 — $169.4MApr '26 — $169.4MMay '26 — $169.4MJun '26 — $169.4M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$169.4Mregulatory AUM
Discretionary $151MNon-discretionary $18.4M