Cedar Capital Advisors
Barrington, Illinoiscedarcapitaladvisors.com
Overview
An independent, fee-only registered investment advisory firm that provides personalized financial planning, portfolio management, and investment advice to individuals, families, and institutions. The firm focuses on a planning-based approach, creating tailored financial plans and delivering advanced portfolio management with asset allocation and tax-aware investing.
Portfolio Companies
1
Website
cedarcapitaladvisors.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Agua Bonita | Oct 2021 | Pre Seed | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.