Asset manager · Grand Rapids, MI
Red Cedar Investment Management
Red Cedar Investment Management, LLC · SEC-registered investment adviser · CRD 170939 · SEC 801-79728
At a glance
Red Cedar Investment Management is an SEC-registered investment adviser based in Grand Rapids, Michigan, with $3.3 billion in regulatory assets under management as of its Form ADV filed May 19, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 836th of 3,218 asset managers and 2,659th of 17,210 SEC-registered advisers by assets.
Main office 616-378-6916redcedarim.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.3B
- Rank among asset managers
- #836 of 3,218
- Rank among all SEC RIAs
- #2,659 of 17,210
- Rank in Michigan
- #19 of 305
- Clients
- 26
- Accounts
- 67
- Discretionary
- 100% of AUM
- Employees
- 18
- Advisory staff
- 13
- Offices
- 2
Owners and executives on its Form ADV
- JOHN L. CASSADYCeo/co-Cio
- David L. WithrowManager & Senior Market Strategist
- Michael D. FeldhausManager, Director of Sales & Marketing
- Dennis R. MasonCCO
- Ashleigh AlbertChief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 4 | $1.3B | 38% |
| Insurance companies | 9 | $1.2B | 35% |
| Pension and profit sharing plans | 4 | $344M | 10% |
| State or municipal government entities | 1 | $326M | 10% |
| Charitable organizations | 4 | $152M | 5% |
| Corporations or other businesses | 3 | $55M | 2% |
| Pooled investment vehicles | 1 | $19M | <1% |
Private funds
Red Cedar Investment Management reports 1 private funds with $19M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Red Cedar Investment Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗redcedarim.com ↗
AtlasMembers
The full record on Red Cedar Investment Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 791 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Red Cedar Investment Management manage?
Red Cedar Investment Management reports $3.3 billion in regulatory assets under management across 67 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 19, 2026.
What kind of firm is Red Cedar Investment Management?
Red Cedar Investment Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Red Cedar Investment Management’s clients?
By assets, its largest client types are investment companies ($1.3 billion, 4 clients); insurance companies ($1.2 billion, 9 clients); pension and profit sharing plans ($344 million, 4 clients).
Does Red Cedar Investment Management manage private funds?
Yes. It reports 1 private funds with $19 million in gross assets, including other private funds.
Does Red Cedar Investment Management have any disciplinary history?
Red Cedar Investment Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Red Cedar Investment Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →