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CERES PARTNERS, LLC

806 Howard St
Suite 200
South Bend, Indiana 46617
Tel: (855) 242-3737

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About CERES PARTNERS, LLC

CERES PARTNERS, LLC, formally registered with the SEC as CERES PARTNERS, LLC. The firm was established in 10/26/2018. They have over 3 offices throughout the country.

CERES PARTNERS, LLC is a South Bend, Indiana based Financial Planning firm with nearly $1,601,250,305 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#290937
SEC#801-114192
Assets Managed by Firm$1,601,250,305
No. of Clients5
No. of Advisors21

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total5$1,601,250,305

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