Data / Investment advisers / Michigan / Red Cedar Investment Management
Red Cedar Investment Management, Grand Rapids, MI: $3.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Red Cedar Investment Management is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $3.3 billion in regulatory assets under management in its Form ADV filed May 19, 2026. Its clients include investment companies, insurance companies and pension and profit sharing plans. It is paid through a percentage of assets under management. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 170939
- SEC file number
- 801-79728
- SEC status
- Approved, effective May 19, 2014
- Legal name
- Red Cedar Investment Management, LLC
- Main office
- 333 Bridge Street NW Suite 601, Grand Rapids, MI 49504
- Phone
- (616) 378-6916
- Website
- redcedarim.com
- Regulatory AUM
- $3,328,007,890 in the Form ADV filed May 19, 2026
- Discretionary AUM
- $3,328,007,890
- Accounts
- 67
- Employees
- 18, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $19,147,274
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $1.26 billion |
| Insurance companies | 9 | $1.18 billion |
| Pension and profit sharing plans | 4 | $343.8 million |
| State or municipal government entities | 1 | $325.8 million |
| Charitable organizations | 4 | $152.3 million |
| Corporations or other businesses | 3 | $55.2 million |
| Pooled investment vehicles | 1 | $19.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.33 billion | March 31, 2026 |
| December 1, 2025 | $1.98 billion | July 23, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oa Private Capital | Grand Rapids | $22.95 billion | 28 | adviserinfo.sec.gov |
| Innovia Wealth, LLC | Grand Rapids | $3.29 billion | 2 | adviserinfo.sec.gov |
| NPF Investment Advisors | Grand Rapids | $2.69 billion | Not listed | adviserinfo.sec.gov |
| Midwest Capital Advisors, LLC | Grand Rapids | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Centennial Securities Company Inc | Grand Rapids | $1.34 billion | Not listed | adviserinfo.sec.gov |
| Fiduciary Financial Advisors | Grand Rapids | $1.33 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving insurance companies
- Advisers that manage private funds
- Red Cedar Investment Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.