AdvisorCensus / Financial advisors / Illinois / Chicago / Cedar Street Asset Management LLC
Cedar Street Asset Management LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Cedar Street Asset Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Cedar Street Asset Management LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Cedar Street Asset Management LLC located?
Cedar Street Asset Management LLC's principal office is in Chicago, IL, according to its Form ADV.
Is Cedar Street Asset Management LLC registered with the SEC or a state?
Cedar Street Asset Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 285814.
How much does Cedar Street Asset Management LLC manage?
Cedar Street Asset Management LLC reports $938,401,000 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).
How have Cedar Street Asset Management LLC's assets and staff changed since 2021?
In the Form ADV data for Cedar Street Asset Management LLC: Regulatory assets under management: $239,302,000 in the October 2021 data and $938,401,000 in the October 2026 data, up 292%. Total employees: 10 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cedar Street Asset Management LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); investment companies (1).
Which custodians does Cedar Street Asset Management LLC use?
Cedar Street Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities Services, Northern Trust Company and State Street as custodians holding 10% or more of its separately managed account assets.
Does Cedar Street Asset Management LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285814
What changed in Cedar Street Asset Management LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $583,216,000 to $938,401,000 (+61%). Registered or notice-filed in IL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 19, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$938,401,000 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (7 years)
- Employees
- Total: 11. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $938,401,000 | 11 | March 19, 2026 |
| October 2025 | $583,216,000 | 11 | March 25, 2025 |
| October 2024 | $632,755,000 | 11 | March 18, 2024 |
| October 2023 | $399,561,000 | 11 | March 27, 2023 |
| October 2022 | $283,811,000 | 10 | March 18, 2022 |
| October 2021 | $239,302,000 | 10 | March 17, 2021 |
Regulatory assets under management: $239,302,000 in the October 2021 data and $938,401,000 in the October 2026 data, up 292%.
Total employees: 10 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $583,216,000 to $938,401,000 (+61%).
- Registered or notice-filed in IL.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Cedar Street Asset Management LLC (CRD 285814): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cedar-street-asset-management-llc-chicago-il-285814