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Cedar Grove Capital Management CRD 339243
$472.0K regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Royal Oak, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/Merrill Lynch | New York | NY | 07/2018 | 08/2019 |
| Baruch College | New York | NY | 11/2015 | 05/2018 |
| Robert Wood Johnson Foundation | New York | NY | 11/2017 | 03/2018 |
| Wag! | New York | NY | 09/2017 | 11/2017 |
| Bank Of America/Merrill Lynch | New York | NY | 06/2017 | 08/2017 |
| Loughlin Management Partners | New York | NY | 10/2016 | 05/2017 |
| Extended Travel | New York | NY | 05/2018 | 07/2018 |
| Roman Health Ventures | New York | NY | 09/2019 | 01/2022 |
| Wheel Health | New York | NY | 02/2022 | 08/2022 |
| Dandy | New York | NY | 10/2022 | 07/2023 |
| Yotpo | New York | NY | 09/2023 | 06/2024 |
| Unemployed | Royal Oak | MI | 06/2024 | 07/2025 |
| Seed Health | Royal Oak | MI | 07/2025 | Present |
| Cedar Grove Capital Management Llc | Royal Oak | MI | 11/2025 | Present |
| Cedar Grove Capital Management Llc | Royal Oak | MI | 02/2023 | Present |
Financial Analyst for Seed Health, a small consumer goods company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-17 |
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