Red Cedar Investment Management, Llc
- Regulatory AUM
- $3.3B
- Discretionary
- $3.3B
- Clients
- 26
- Avg AUM / client
- $128M
- Accounts
- 67
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 4 | $1.3B | 37.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $19.1M | 0.58% |
| Pension and profit sharing plans | 4 | $344M | 10.3% |
| Charitable organizations | 4 | $152M | 4.58% |
| State or municipal government entities | 1 | $326M | 9.79% |
| Insurance companies | 9 | $1.2B | 35.3% |
| Corporations and other businesses | 3 | $55.2M | 1.66% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $15.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Red Cedar Strategic Income Sri, Lp | Other Private Fund | Delaware | $15.5M | 2 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Laughlin Cassady | Ceo/Cio | CFA | Jan 2019 (8y) | Less than 5% |
| Michael David Feldhaus | Manager, Director Of Sales & Marketing | Feb 2019 (8y) | Less than 5% | |
| David Lowell Withrow | Manager & Director Of Portfolio Management | CFA | Oct 2020 (6y) | Less than 5% |
| Younker, Patricia, Sue | Chief Operating Officer | Aug 2021 (5y) | Less than 5% | |
| Mason, Dennis, Richard | Cco | Feb 2023 (4y) | Less than 5% | |
| Samantha Rusler | Registered representative | Sep 2019 (7y) | ||
| Julia M Batchenko | Registered representative | Oct 2019 (7y) | ||
| Mitchell Lloyd Stapley | Registered representative | CFA | Jul 2020 (6y) | |
| Brandon Forrester Bajema | Registered representative | CFA | Aug 2021 (5y) | |
| Jason Michael Schwartz | Registered representative | CFA | Sep 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bridge & Vine Llc | Member | Oct 2020 | A | 50% – 75% |
| The 4100 Group Inc | Member | Feb 2015 | A | 25% – 50% |
| T4 G Management Llc | Member | Jan 2023 | A | 25% – 50% |
| Delta Dental Plan Of Michigan, Inc | Member | Dec 2014 | B | ≈ 18.75% – 50% via The 4100 Group Inc |
| The 4100 Group Inc | Member | Jan 2023 | B | ≈ 18.75% – 50% via T4 G Management Llc |
| Delta Dental Plan Of Ohio, Inc | Member | Feb 2015 | B | ≈ 6.25% – 25% via The 4100 Group Inc |
| Renaissance Health Service Corporation | Member | Mar 2013 | B | GP / trustee / elected manager of Delta Dental Plan Of Michigan, Inc (indirect) |
Estimated effective ownership (look-through of filed bands):
- Delta Dental Plan Of Michigan, Inc: 75% – 100% of The 4100 Group Inc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- The 4100 Group Inc: 75% – 100% of T4 G Management Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Delta Dental Plan Of Ohio, Inc: 25% – 50% of The 4100 Group Inc × 25% – 50% direct ≈ 6.25% – 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, $15.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Red Cedar Strategic Income Sri, Lp | Other Private Fund | $15.5M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 1.67 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
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Us Bancorp $1.2B (35% of AUM) May 2026
- Bank Of America, National Association $812M (50% of AUM) Jan 2023
- Charles Schwab & Co. $522M (16% of AUM) May 2026
- Northern Trust $319M (10% of AUM) May 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: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗