Cedarview Capital Management, Lp
- Regulatory AUM
- $105M
- Discretionary
- $104M
- Clients
- 93
- Avg AUM / client
- $1.1M
- Accounts
- 93
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $49.0M | 46.8% |
| Pooled investment vehicles (non-investment companies) | 2 | $55.6M | 53.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $69.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cedarview Opportunities Master Fund, Lp master | Hedge Fund | Cayman Islands | $69.8M | 57 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Weinstein, Burton, Mn | Limited Partner And Managing Partner | Aug 2004 (22y) | ≈ 7.5% – 25% via Cedarview Capital Management, Llc | |
| Wind, Stephen, Michael | Chief Compliance Officer | Sep 2009 (17y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cedarview Capital Management, Llc | General Partner | Jul 2004 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Weinstein, Burton, Mn: 75% – 100% of Cedarview Capital Management, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $69.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cedarview Opportunities Master Fund, Lp | Hedge Fund | $69.8M | $1.0M | 57 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Raymond James $49.0M (47% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗