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CEDAR STREET ASSET MANAGEMENT LLC

CHICAGO, IL · CRD 285814 · IAPD ↗ · cedarstreetam.com · 312-796-3130

$938.4MRegulatory AUM
6Advisory reps
11Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — CEDAR STREET ASSET MANAGEMENT LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — CEDAR STREET ASSET MANAGEMENT LLC reported RAUM up 61% ($583.2M -> $938.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — CEDAR STREET ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($399.6M -> $632.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.