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Julia M Batchenko

Red Cedar Investment Management

Grand Rapids, MI

Cincinnati, OH

CRD 5505353

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Employer firm

Red Cedar Investment Management CRD 170939

$3.33B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Red Cedar Investment Management

333 Bridge Street Nw Suite 601, Grand Rapids, MI 49504 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-10-10
  • OH RA
    APPROVED
    Since 2019-10-10

Branch Locations

333 Bridge Street Nw Suite 601, Grand Rapids, MI 49504 • United States

1404 Vine St. Second Floor, Cincinnati, OH 45202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clear Arc Capital Cincinnati OH 10/2015 12/2018
Bahl & Gaynor Investment Counsel Cincinnati OH 04/2019 09/2019
Red Cedar Investment Management Cincinnati OH 09/2019 Present
Unemployed Cincinnati OH 12/2018 04/2019
  • 10/2015 → 12/2018
    Clear Arc Capital
    Cincinnati, OH
  • 04/2019 → 09/2019
    Bahl & Gaynor Investment Counsel
    Cincinnati, OH
  • 09/2019 → Present
    Cincinnati, OH
  • 12/2018 → 04/2019
    Unemployed
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-19
  • S66 Uniform Combined State Law Examination
    2013-11-19
Other Names
  • Newlon Julia
  • Julia M Kramorava
  • Julia Newlon
  • Julia M Newlon

View on SEC IAPD

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