Mandate & appetite
- Preferred strategies
- —
- Target geographies
- —
- Typical ticket
- —
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Founded in 2006 and based in Lake Oswego, OR, Cedar Mountain Advisors is a Registered Investment Adviser specializing in dynamic financial planning and professional asset management, led by founders Adam L. Woods and Bradley D. Patrick.
Similar investors
Comparable allocators
Family Office · $4.3bn AUM
Cedar Holdings
Miami Beach, United States
Cedar Holdings is a New York-based institutional-quality family office with over $750 million in assets, investing globally in innovative healthcare and technology companies across public and private markets. The firm operates offices in New York, Boston, and London with a flexible investment mandate.
Other
Cedar Hill
—
Cedar Hill is a family office that focuses on investment management and wealth preservation strategies. The firm's headquarters location is not publicly disclosed.
Other
Cedar Hill
New Canaan, United States
Other
Cedar Grove Group
Cedar Grove, United States
Cedar Grove Group is a family office based in New Jersey and Florida, specializing in ground-up construction and debt repositioning strategies in multi-family and single-family real estate. The firm leverages its liquid capital position to capitalize on investment opportunities and secure favorable terms, ensuring risk mitigation and enhanced returns.
Other
Cedar Ridge Holding Company
Abu Dhabi, United Arab Emirates
Cedar Ridge Holding Company is a family office based in Abu Dhabi, United Arab Emirates. The firm focuses on investment management and wealth preservation strategies.
Family Office
Capital Advisors
Shaker Heights, United States
Capital Advisors is an investment management firm based in Shaker Heights, United States. The firm's specific category and assets under management (AUM) are not publicly disclosed.