RED CEDAR INVESTMENT MANAGEMENT, LLC

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RED Cedar Investment Management is based out of East Lansing. RED Cedar Investment Management is a large advisory firm with 13 clients and discretionary assets under management (AUM) of $1,090,365,699 (Form ADV from 2018-06-01). Their last reported 13F filing for Q3 2019 included $316,888,000 in managed 13F securities and a top 10 holdings concentration of 85.78%. RED Cedar Investment Management's largest holding is iShares Russell 1000 Growth ETF with shares held of 312,263. Whalewisdom has at least 5 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $316.888 Million
  • Prior Market Value $273.463 Million
  • New Purchases2 stocks
  • Additional Purchases10 stocks
  • Sold out of2 stocks
  • Reduced holdings in2 stocks
  • Top 10 Holdings % 85.78 %
  • Turnover % [1]:16.67%
  • Turnover Alt % [2]: 13.20 %
  • Time Held Top20:3.15 quarters
  • Time Held Top10:3.50 quarters
  • Time Held All:3.54 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 4.68%
Performance Last 4 Quarters: 13.14%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RED CEDAR INVESTMENT MANAGEMENT
2852 EYDE PARKWAY SUITE 240
EAST LANSING MI    48823
Country: United States

Business Phone: 517-580-4668
Fax: 517-347-5433
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MI
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 1,090,370,000
Total Number of Clients: 13
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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RED CEDAR INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-09-23
Name Title Start Date Direct/Indirect % Ownership
JURKOVIC, GORAN, MIKE EXECUTIVE VICE PRESIDENT 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC CEO & CFO direct 2013-03-01
THE 4100 GROUP INC MEMBER 02/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER direct 2015-02-01
CHESME, LLC MEMBER direct 2017-06-01
GILMORE, MICHAEL, S CEO & PRESIDENT 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2013-03-01
JENKINS, SUE ELLEN MANAGER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHESME, LLC MANAGER direct 2018-10-01
RED CEDAR INVESTMENT MANAGEMENT, LLC MANAGER direct 2018-10-01
SWENDIMAN, MATTHEW, ASHLEY CHIEF COMPLIANCE OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD ASSET MANAGEMENT, INC. CHIEF LEGAL OFFICER; SECRETARY direct 2006-08-01
RETIREMENT CAPITAL ADVISORS,INC. CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2011-05-01
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
ITS ASSET MANAGEMENT LP CHIEF COMPLIANCE OFFICER direct 2016-06-01
INDEPENDENT PORTFOLIO CONSULTANTS, INC. CHIEF COMPLIANCE OFFICER direct 2017-03-01
JOHN D. DOVICH & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
MORSE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-03-01
KNELMAN ASSET MANAGEMENT GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2014-09-01
VISIONARY HORIZONS, LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01
QUEEN CITY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
FOUNDRY PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2016-08-01
FOUNDRY PARTNERS, LLC CHIEF COMPLIANCE OFFICER/MANAGEMENT COMMITTEE MEMBER direct 2016-08-01
LAFAYETTE ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-05-01
BLUE SHORES CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2017-03-01
1OAK LIQUID ALTERNATIVES LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
FIRST CAPITAL ADVISORS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2015-08-01
EUDAIMONIA PARTNERS, LLC MEMBER direct 2016-04-01
IPC PRIVATE WEALTH PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
IPC PRIVATE WEALTH PARTNERS, LLC CHIEF COMPLIANCE OFFICER, SECRETARY direct 2016-11-01
OCEANSIDE SECURITIES, LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
FIRST CAPITAL INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-08-01
Davidson, Michael, Louis CHIEF ADMINISTRATIVE OFFICER 05/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC CHIEF ADMINISTRATIVE OFFICER direct 2019-05-01
RENAISSANCE HEALTH SERVICE CORPORATION MEMBER DELTA DENTAL PLAN OF MICHIGAN, INC 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER indirect 2013-03-01
CHESME, LLC MEMBER indirect 2013-03-01
DELTA DENTAL PLAN OF MICHIGAN, INC MEMBER THE 4100 GROUP INC 12/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER direct 2013-03-01
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER indirect 2014-12-01
CHESME, LLC MEMBER indirect 2014-12-01
DELTA DENTAL PLAN OF OHIO, INC MEMBER THE 4100 GROUP INC 02/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER indirect 2015-02-01
CHESME, LLC MEMBER indirect 2015-02-01

RED CEDAR INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
JURKOVIC, GORAN, MIKE CEO & CFO 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC CEO & CFO direct 2013-03-01
GLM HOLDING COMPANY MEMBER 02/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER direct 2015-02-01
CHESME, LLC MEMBER direct 2017-06-01
GILMORE, MICHAEL, S PRESIDENT 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2013-03-01
JENKINS, SUE ELLEN MANAGER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHESME, LLC MANAGER direct 2018-10-01
RED CEDAR INVESTMENT MANAGEMENT, LLC MANAGER direct 2018-10-01
SWENDIMAN, MATTHEW, ASHLEY CHIEF COMPLIANCE OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD ASSET MANAGEMENT, INC. CHIEF LEGAL OFFICER; SECRETARY direct 2006-08-01
RETIREMENT CAPITAL ADVISORS,INC. CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2011-05-01
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
ITS ASSET MANAGEMENT LP CHIEF COMPLIANCE OFFICER direct 2016-06-01
INDEPENDENT PORTFOLIO CONSULTANTS, INC. CHIEF COMPLIANCE OFFICER direct 2017-03-01
JOHN D. DOVICH & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
MORSE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-03-01
KNELMAN ASSET MANAGEMENT GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2014-09-01
VISIONARY HORIZONS, LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01
QUEEN CITY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
FOUNDRY PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2016-08-01
FOUNDRY PARTNERS, LLC CHIEF COMPLIANCE OFFICER/MANAGEMENT COMMITTEE MEMBER direct 2016-08-01
LAFAYETTE ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-05-01
BLUE SHORES CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2017-03-01
1OAK LIQUID ALTERNATIVES LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
FIRST CAPITAL ADVISORS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2015-08-01
EUDAIMONIA PARTNERS, LLC MEMBER direct 2016-04-01
IPC PRIVATE WEALTH PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
IPC PRIVATE WEALTH PARTNERS, LLC CHIEF COMPLIANCE OFFICER, SECRETARY direct 2016-11-01
OCEANSIDE SECURITIES, LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
FIRST CAPITAL INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-08-01
RENAISSANCE HEALTH SERVICE CORPORATION MEMBER DELTA DENTAL PLAN OF MICHIGAN, INC 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER indirect 2013-03-01
CHESME, LLC MEMBER indirect 2013-03-01
DELTA DENTAL PLAN OF MICHIGAN, INC MEMBER GLM HOLDING COMPANY 12/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER direct 2013-03-01
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER indirect 2014-12-01
CHESME, LLC MEMBER indirect 2014-12-01
DELTA DENTAL PLAN OF OHIO, INC MEMBER GLM HOLDING COMPANY 02/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER indirect 2015-02-01
CHESME, LLC MEMBER indirect 2015-02-01

RED CEDAR INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2017-03-27
Name Title Start Date Direct/Indirect % Ownership
JURKOVIC, GORAN, MIKE CEO & CFO 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC CEO & CFO direct 2013-03-01
GLM HOLDING COMPANY MEMBER 02/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER direct 2015-02-01
CHESME, LLC MEMBER direct 2017-06-01
GILMORE, MICHAEL, S PRESIDENT & CHIEF COMPLIANCE OFFICER 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2013-03-01
RENAISSANCE HEALTH SERVICE CORPORATION MEMBER DELTA DENTAL PLAN OF MICHIGAN, INC 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER indirect 2013-03-01
CHESME, LLC MEMBER indirect 2013-03-01
DELTA DENTAL PLAN OF MICHIGAN, INC MEMBER GLM HOLDING COMPANY 12/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER direct 2013-03-01
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER indirect 2014-12-01
CHESME, LLC MEMBER indirect 2014-12-01
DELTA DENTAL PLAN OF OHIO, INC MEMBER GLM HOLDING COMPANY 02/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
RED CEDAR INVESTMENT MANAGEMENT, LLC MEMBER indirect 2015-02-01
CHESME, LLC MEMBER indirect 2015-02-01

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