# Cedarview Capital Management, LP

> Cedarview Capital Management, LP is an SEC-registered investment advisory firm in Woodmere, NY, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 136253
- Filed as: CEDARVIEW CAPITAL MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Woodmere, NY
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/136253
- AdvisorCensus page: https://advisorcensus.com/firm/cedarview-capital-management-lp-woodmere-ny-136253

## Quick answers

**How is Cedarview Capital Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Cedarview Capital Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Cedarview Capital Management, LP located?**
Cedarview Capital Management, LP's principal office is in Woodmere, NY, according to its Form ADV.

**Is Cedarview Capital Management, LP registered with the SEC or a state?**
Cedarview Capital Management, LP is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 136253.

**How much does Cedarview Capital Management, LP manage?**
Cedarview Capital Management, LP reports $104,603,322 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Cedarview Capital Management, LP's assets and staff changed since 2021?**
In the Form ADV data for Cedarview Capital Management, LP: Regulatory assets under management: $184,945,610 in the October 2021 data and $104,603,322 in the October 2026 data, down 43%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cedarview Capital Management, LP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (91); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Cedarview Capital Management, LP use?**
Cedarview Capital Management, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cedarview Capital Management, LP 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/136253

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $104,603,322
- Discretionary: $104,497,987
- Non-discretionary: $105,335

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $49,003,550 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $55,599,772 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2006 (20 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cedarviewcapital.com
- LinkedIn @cedarview-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $184,945,610 | 5 | March 25, 2021 |
| October 2022 | $169,706,266 | 7 | August 31, 2022 |
| October 2023 | $117,554,463 | 7 | March 30, 2023 |
| October 2024 | $115,632,238 | 6 | March 20, 2024 |
| October 2025 | $103,590,756 | 6 | March 12, 2025 |
| October 2026 | $104,603,322 | 6 | March 12, 2026 |

Regulatory assets under management: $184,945,610 in the October 2021 data and $104,603,322 in the October 2026 data, down 43%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cedarview Capital Management, LP (CRD 136253): Form ADV filing data as of October 2026.