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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

RED CEDAR CAPITAL, LLC

CRD 141642

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7c3759b2-4405-cea3-6b36-e761386b3d57

Data as of Mar 24, 2022 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 10, 2012 to Mar 24, 2022
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $228MItem 5.F on the latest filing (2022-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $228M
Private client RAUM: $159MderivedItem 5.D individuals plus high net worth individuals
Private client share: 70%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 83
Individual clients: 20
High net worth clients: 35
SEC number: 801-80722
CRD: 141642
Filings on the tape: 15
First filed: Jan 10, 2012
Latest filed: Mar 24, 2022
Organised: Limited Liability Company, Nebraska

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
YALE, CHARLES, ADAM	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	08/2006	Jan 10, 2012	Mar 24, 2022
YALE, SARAH, BAY	Member	C	no	09/2006	Jan 10, 2012	Mar 24, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 24, 2022	$228M	$228M	2	2	0	n/a	n/a
2020	Mar 23, 2021	$172M	$172M	2	2	0	n/a	n/a
2019	Mar 30, 2020	$168M	$167M	2	2	0	n/a	n/a
2018	Mar 25, 2019	$138M	$137M	2	2	0	n/a	n/a
2017	Mar 5, 2018	$154M	$153M	1	1	0	n/a	n/a
2016	Feb 17, 2017	$131M	$131M	1	1	n/a	n/a	n/a
2015	Mar 2, 2016	$114M	$114M	1	1	n/a	n/a	n/a
2014	Jan 20, 2015	$107M	$107M	1	1	n/a	n/a	n/a
2011	Jan 10, 2012	$47.7M	$47.7M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$228M	$172M	32.4%	$138M	18.2%	2	2	0	0

Relationships

Controls (1)

← YALE, CHARLES, ADAMOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 10, 2012 to presentfactForm ADV

Owns (1)

← YALE, SARAH, BAYOwnerMEMBER, ownership code C, individual
Jan 10, 2012 to presentfactForm ADV

Registered with (1)

← CHARLES ADAM YALEAdvisorregistration: previous registration
Sep 20, 2006 to Jan 5, 2023factForm ADV

Dated events

Occurred
Jan 5, 2023
Advisor changed firm
Charles Adam Yale left Red Cedar Capital, Llc for Lawson Kroeker Investment Management Inc (registered 2023-01-29)
Form ADVobserved 3 days ago
Occurred
Dec 4, 2014
First Form ADV filing
Red Cedar Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c3759b2-4405-cea3-6b36-e761386b3d57
First observed: Jan 10, 2012
Last observed: Mar 24, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RED CEDAR CAPITAL, LLC

CRD 141642

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7c3759b2-4405-cea3-6b36-e761386b3d57

Data as of Mar 24, 2022 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:27 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

YALE, CHARLES, ADAM

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

08/2006

Jan 10, 2012

Mar 24, 2022

YALE, SARAH, BAY

Member

09/2006

Jan 10, 2012

Mar 24, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 24, 2022

$228M

n/a

2020

Mar 23, 2021

$172M

n/a

2019

Mar 30, 2020

$168M

$167M

n/a

2018

Mar 25, 2019

$138M

$137M

n/a

2017

Mar 5, 2018

$154M

$153M

n/a

2016

Feb 17, 2017

$131M

n/a

2015

Mar 2, 2016

$114M

n/a

2014

Jan 20, 2015

$107M

n/a

2011

Jan 10, 2012

$47.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$228M

$172M

32.4%

$138M

18.2%