Investment adviser · CRD 170939

RED CEDAR INVESTMENT MANAGEMENT

Investment adviser filing (IA)

RED CEDAR INVESTMENT MANAGEMENT, LLC

GRAND RAPIDS, MI, United States · Form ADV filed May 19, 2026

Regulatory AUM: $3.33B
Client accounts: 67
Employees: 18
Advisory professionals: 13

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	4	$1,255,877,950	37.7%
Insurance companies	9	$1,175,973,489	35.3%
Retirement plans	Fewer than 5	$343,780,738	10.3%
Government entities	Fewer than 5	$325,761,614	9.8%
Charities	Fewer than 5	$152,292,302	4.6%
Corporations & businesses	Fewer than 5	$55,174,523	1.7%
Pooled investment vehicles	1	$19,147,274	0.6%

Filing source

Form ADV 2106965 · May 19, 2026 · Item 5.D

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

Private funds & service providers

1 Private fund

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

RED CEDAR STRATEGIC INCOME SRI, LPOther Private Fund · Last reported May 19, 2026$19.1MGross asset value

Form D fundraising filings

Red Cedar Strategic Income SRI, LP

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHEN & COMPANY, LTD CLEVELAND, Ohio, United States

Custodian U.S. BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, United States Related to adviser: No

Prime broker STONEX FINANCIAL INC. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHEN & COMPANY, LTD
PCAOB 925

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

STONEX FINANCIAL INC.
CRD 45993 · SEC 8-51269

Fund details & source

Fund ID: 805-1359331927
Reported beneficial owners: 2
Minimum commitment: $1M
Form D file number: 021-484817

Form ADV 2106965 · May 19, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: May 19, 2026. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

333 BRIDGE STREET NW, SUITE 601
GRAND RAPIDS, MI, 49504, United States

CRD 170939

Filing source

Form ADV 2106965 · May 19, 2026 · 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.