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Cedar Point Capital
Cedar Point Capital is an SEC-registered investment adviser in Cedar Rapids, IA, established in 2022. The firm oversees $248 million in regulatory assets.
Cedar Point Capital
Cedar Point Capital is an SEC-registered investment adviser in Cedar Rapids, IA, established in 2022. The firm oversees $248 million in regulatory assets. It has 7 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2022
Location
Region
North America
Country
United States
City
Cedar Rapids
Corporate office
St. Louis Park, MN, United States
Additional offices
Boston, MA, United States · Charlevoix, MI, United States
Principals
David Ernst
Partner
Trent Von Ahsen
Partner
Bridget Meier
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Cedar Point Capital?
David Ernst, Trent Von Ahsen, and Bridget Meier are listed as partners on the firm's website, with Nicholas Timm and Aaron Epstein serving as directors. The website does not specify a single CIO.
How does Cedar Point Capital source proprietary deal flow?
The firm does not disclose proprietary deal sourcing. It describes offering 'evidence-based' and 'tech-forward' portfolio management within a fiduciary framework.
Is Cedar Point Capital structured as a single family office or does it operate more like a venture firm?
Cedar Point Capital is structured as a multi-family office RIA. It serves individual clients and institutional clients such as foundations and endowments, not as a venture firm.
Does Cedar Point Capital participate in fund commitments or only direct deals?
The firm's website does not mention fund commitments or direct deals. Its services center on fee-only financial planning and portfolio management.
What investment stages does Cedar Point Capital typically target?
The firm does not specify target investment stages. Its focus is on comprehensive portfolio management and financial planning rather than stage-specific equity investment.
Which sectors does Cedar Point Capital explicitly avoid?
The firm does not disclose any explicit sector avoidance on its website.
Does Cedar Point Capital maintain philanthropic structures?
Cedar Point Capital offers foundation and endowment management services for clients, but does not appear to operate its own philanthropic structure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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