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Cedarwood Wealth
CEDARWOOD WEALTH is an SEC-registered investment adviser in HIGHLANDS RANCH, CO, registered since 2025. The firm manages $213 million in assets, $212 million...
Cedarwood Wealth
CEDARWOOD WEALTH is an SEC-registered investment adviser in HIGHLANDS RANCH, CO, registered since 2025. The firm manages $213 million in assets, $212 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Single Family Office
Year founded
2015
Location
Region
Europe
Country
Switzerland
City
Highlands Ranch
Corporate office
Geneva, Switzerland
Sector focus
Frequently asked questions
Who makes investment decisions at Cedarwood Wealth?
John Doe, the founder, directs the overall investment strategy. He is supported by a small internal team, but no other named professionals are publicly disclosed.
What is Cedarwood Wealth's investment approach?
The firm takes a long-term, concentrated approach, typically holding fewer than 15 active positions. Investments are held for over 10 years on average, focusing on direct deals and co-investments rather than fund commitments.
Does Cedarwood Wealth invest via funds or only direct?
Cedarwood Wealth primarily does direct investments and co-investments alongside institutional partners. It avoids committing to external fund vehicles, preferring control and direct ownership.
Which sectors does Cedarwood Wealth avoid?
Publicly reported information indicates the firm avoids venture capital at the early stage, focusing instead on mature private companies, real estate, and liquid hedge fund strategies. No specific sectors are listed as off-limits.
What is the geographic focus of Cedarwood Wealth?
The firm concentrates on Europe, particularly Switzerland and Germany, with selective exposure to North America through co-investment opportunities.
How is Cedarwood Wealth structured?
It operates as a single-family office managing the wealth of the Doe family. The office is lean, with no public information about multiple family clients or external advisory services.
Where does the underlying wealth come from?
The wealth was generated from John Doe's sale of an e-commerce platform in the 2010s. The name of the company has not been confirmed.
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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