Investment adviser · CRD 131501

CEDARWINDS INVESTMENT MANAGEMENT, LLC

Investment adviser filing (IA)

MILWAUKEE, WI, United States · Form ADV filed Feb 1, 2017

Regulatory AUM
$129M
Form ADV · Item 5.F
Client accounts
385
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 1, 2017. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Fixed

Principal office

4650 N. PORT WASHINGTON ROAD, SUITE110
MILWAUKEE, WI, 53212, United States

CRD 131501

Filing source

Form ADV 1069672 · Feb 1, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.