# CedarPoint Investment Advisors

CedarPoint Investment Advisors is a Single Family Office based in Delafield, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Delafield, United States
- **Region:** North America
- **Address:** Delafield, WI, United States
- **Assets under management:** Undisclosed
- **Website:** cedarpointadvisors.com

## Regulatory record

- **Reports private funds:** No

## About

CedarPoint Investment Advisors is a financial asset management firm founded in 2009 in Delafield, Wisconsin. It offers investment and financial planning services to individuals, families, and institutions.

## Sectors

- Private Equity
- Real Estate
- Infrastructure

## Questions

### Does CedarPoint Investment Advisors raise external capital?

No. CedarPoint operates as a single family office for a single family, with no indication of external limited partners. Its capital base is entirely proprietary. (Public record)

### How does CedarPoint source proprietary deal flow?

CedarPoint relies on direct relationships and co-investment invitations from private equity funds. It does not maintain a public deal-origination team or third-party marketing function. (Public record)

### What investment stages does CedarPoint typically target?

The firm targets growth equity through to control buyouts, with a preference for direct co-investments where it can secure lead or significant minority rights. (Public record)

### Does CedarPoint have any philanthropic structures?

There is no publicly known foundation or charitable arm of CedarPoint Investment Advisors. Any philanthropic activity is conducted personally by the family, not through the family office. (Public record)

### Is CedarPoint related to any larger financial institution?

There is no disclosed relationship between CedarPoint and any bank, endowment, or sovereign wealth fund. It is a standalone family office. (Public record)

### What is the geographic focus of CedarPoint's investments?

The firm primarily invests in North America, with a secondary focus on Europe. It does not publicly disclose non-controlling stakes in emerging markets. (Public record)

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Last updated: 2026-07-06T01:24:13.871Z

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