DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Cedar Ridge Partners, LLC

Former SEC-registered adviserGreenwich, ConnecticutCRD 141395SEC 801-67094IAPD
Latest filing Feb 7, 2019
First filing on the tape Mar 30, 2012 · 19 filings
RAUM
$122M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
5.3%
$6.4M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
$27.0M gross assets
History
19 filings and snapshots on the tape
RAUM$122M as of Feb 7, 2019
Mar 30, 2012$370M then
HNW client RAUM$6.4M as of Feb 7, 2019
Mar 27, 2018$6.6M then
State-registered IARs (5.B.3)1 as of Feb 7, 2019
Apr 1, 20130 then
Employees (5.A)5 as of Feb 7, 2019
Apr 1, 20134 then
Private funds1 as of Feb 7, 2019
Mar 30, 20122 then
RAUM -24% over the last fiscal year-15% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Feb 7, 2019; every figure names its basis
RAUM per advisor
$122MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.3MderivedHNW RAUM over HNW clients
Average account
$12.2MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
5.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-24%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
Custody
$27.0M, 1 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$73.6M69%
  • Pooled investment vehicles$27.0M25%
  • High-net-worth individuals$6.4M6.0%
Individual clients
n/areported
HNW clients
5reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
10reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$27.0M for 1 clientsreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
none on the tape
    Every departureEvery arrival
    Private funds
    1 reported on Schedule D 7.B.(1)
    FundTypeGross assetsOwnersFirst reported
    Cedar Ridge Short Term Fund, LPHedge Fund$7.3M14Mar 30, 2012
    Owners and control persons
    Schedule A and B, latest filing
    • Jon Guy Benstead · Managing Membercontrol
      since 04/2005 · owns less than 5%
    • Edward Alan Hart · Managing Membercontrol
      since 04/2004 · owns 25% to 50%
    • Adam Jeffrey Rosenkranz · Partnercontrol
      since 08/2013 · owns 10% to 25%
    • Brennan Eileen Spencer · Chief Compliance Officercontrol
      since 01/2014 · owns less than 5%
    • Jon Guy Benstead · Class A Membercontrol
      since 04/2005 · owns F of Cedar Ridge Gp, LLC
    • Jon Guy Benstead · Class A Membercontrol
      since 04/2005 · owns F of Guy & Kelly Benstead Family Trust
    • Edward Alan Hart · Class A Membercontrol
      since 01/2004 · owns F of Cedar Ridge Gp, LLC
    • Stuart David Falk · Partner
      since 06/2012 · owns 10% to 25%
    • Leon Bernard Schwartz · Class B Member
      since 06/2012 · owns F of Bls Investments LLC
    • Ballard Robin Ziperski · Class A Member
      since 01/2004 · owns F of Robin Ballard Ziperski, Ttee Stephanie Ann Hart Trust
    • Ballard Robin Ziperski · Class A Member
      since 01/2004 · owns F of Robin Ballard Ziperski, Ttee Michael Ballard Hart Trust
    Entity owners
    • Bls Investments LLC · Class B Member
      direct · owns 5% to 10%
    • Cedar Ridge Gp, LLC · Class A Member
      direct · owns 10% to 25%
    • Guy & Kelly Benstead Family Trust · Class A Member
      direct · owns 10% to 25%
    Related persons
    Schedule D 7.A
    • Cedar Ridge Gp, LLC
      pooled vehicle sponsory
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Assets in custody · $36.8M to $27.0M
      May 23, 2018 to Feb 7, 2019
    • Discretionary RAUM · $131M to $122M
      May 23, 2018 to Feb 7, 2019
    • HNW RAUM · $6.4M to $6.4M
      May 23, 2018 to Feb 7, 2019
    • Pooled vehicle RAUM · $36.8M to $27.0M
      May 23, 2018 to Feb 7, 2019
    • RAUM · $131M to $122M
      May 23, 2018 to Feb 7, 2019
    • Accounts · 11 to 10
      Mar 27, 2018 to May 23, 2018
    • Pooled vehicle clients · 2 to 1
      Mar 27, 2018 to May 23, 2018
    • Assets in custody · $59.3M to $36.8M
      Mar 27, 2018 to May 23, 2018
    • Private funds · 2 to 1
      Mar 27, 2018 to May 23, 2018
    • Discretionary RAUM · $161M to $131M
      Mar 27, 2018 to May 23, 2018
    • HNW RAUM · $6.6M to $6.4M
      Mar 27, 2018 to May 23, 2018
    • Pooled vehicle RAUM · $59.3M to $36.8M
      Mar 27, 2018 to May 23, 2018
    • RAUM · $161M to $131M
      Mar 27, 2018 to May 23, 2018
    • Accounts · 14 to 11
      Feb 13, 2017 to Mar 27, 2018
    • HNW clients · unset to 5.0
      Feb 13, 2017 to Mar 27, 2018
    • Pooled vehicle clients · unset to 2.0
      Feb 13, 2017 to Mar 27, 2018
    • Assets in custody · $72.5M to $59.3M
      Feb 13, 2017 to Mar 27, 2018
    • Other offices · unset to 0.0
      Feb 13, 2017 to Mar 27, 2018
    • Discretionary RAUM · $186M to $161M
      Feb 13, 2017 to Mar 27, 2018
    • HNW RAUM · unset to 6552041.0
      Feb 13, 2017 to Mar 27, 2018
    • Pooled vehicle RAUM · unset to 59342553.0
      Feb 13, 2017 to Mar 27, 2018
    • RAUM · $186M to $161M
      Feb 13, 2017 to Mar 27, 2018
    • Accounts · 15 to 14
      Aug 10, 2016 to Feb 13, 2017
    • BD registered reps · 2 to 1
      Aug 10, 2016 to Feb 13, 2017
    • Assets in custody · $99.9M to $72.5M
      Aug 10, 2016 to Feb 13, 2017
    • Employees · 6 to 5
      Aug 10, 2016 to Feb 13, 2017
    • Discretionary RAUM · $198M to $186M
      Aug 10, 2016 to Feb 13, 2017
    • RAUM · $198M to $186M
      Aug 10, 2016 to Feb 13, 2017
    • Advisory activities · 4 to 3
      Mar 23, 2016 to Aug 10, 2016
    • BD registered reps · 0 to 2
      Mar 23, 2016 to Aug 10, 2016
    • State-registered IARs · 0 to 1
      Mar 23, 2016 to Aug 10, 2016
    • Advisory activities · 3 to 4
      Jun 3, 2015 to Mar 23, 2016
    • Assets in custody · $16.2M to $99.9M
      Jun 3, 2015 to Mar 23, 2016
    • Discretionary RAUM · $169M to $198M
      Jun 3, 2015 to Mar 23, 2016
    • RAUM · $169M to $198M
      Jun 3, 2015 to Mar 23, 2016
    • Accounts · 17 to 15
      Mar 30, 2015 to May 6, 2015
    • Advisory employees · 6 to 3
      Mar 30, 2015 to May 6, 2015
    • Employees · 9 to 6
      Mar 30, 2015 to May 6, 2015
    • Discretionary RAUM · $372M to $169M
      Mar 30, 2015 to May 6, 2015
    • RAUM · $372M to $169M
      Mar 30, 2015 to May 6, 2015
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026