CEDARVIEW CAPITAL MANAGEMENT, LP

1067 Broadway
Woodmere, New York 11598
Tel: 212-375-6000

About CEDARVIEW CAPITAL MANAGEMENT, LP

CEDARVIEW CAPITAL MANAGEMENT, LP, formally registered with the SEC as CEDARVIEW CAPITAL MANAGEMENT, LP. The firm was established in 01/23/2006. They have over 1 offices throughout the country.

CEDARVIEW CAPITAL MANAGEMENT, LP is a Woodmere, New York based Financial Planning firm with nearly $115,632,238 assets under management, offering retirement planning & investment advisory services to 92 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136253
SEC#	801-65332
Assets Managed by Firm	$115,632,238
No. of Clients	92
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	92	$115,632,238
Individuals (other than high net worth individuals)	90	$45,869,112

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