CEDAR CAPITAL, LLC

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Cedar Capital is based out of Barrington. Cedar Capital is a registered investment advisory firm with 81 clients and discretionary assets under management (AUM) of $16,070,977 (Form ADV from 2019-06-27). Their last reported 13F filing for Q3 2019 included $214,034,000 in managed 13F securities and a top 10 holdings concentration of 32.32%. Cedar Capital's largest holding is iShares 3-7 Year Treasury Bond ETF with shares held of 101,734. Cedar Capital has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 16 13F filings

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68

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $214.034 Million
  • Prior Market Value $235.046 Million
  • New Purchases24 stocks
  • Additional Purchases69 stocks
  • Sold out of20 stocks
  • Reduced holdings in69 stocks
  • Top 10 Holdings % 32.32 %
  • Turnover % [1]:27.16%
  • Turnover Alt % [2]: 27.84 %
  • Time Held Top20:2.15 quarters
  • Time Held Top10:1.60 quarters
  • Time Held All:7.16 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 2019-08-14

Performance for Q2 2019: -0.14%
Performance Last 4 Quarters: -0.38%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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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)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Good Harbor Financial, LLC

View Last Form Adv Compilation Report on Record

CEDAR CAPITAL, LLC
330 EAST MAIN STREET 3RD FLOOR
BARRINGTON IL    60010
Country: United States

Business Phone: (312) 224-8150
Fax: (312) 674-7230
Professional Investment Advisor Data
SEC Registration as : Related Advisor
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,SOLICITATION FEES
Amount of client funds and securities:
Total Number of Clients: 81
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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CEDAR CAPITAL, LLC

ownership team - last updated 2019-06-27
Name Title Start Date Direct/Indirect % Ownership
CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC MANAGING MEMBER 01/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2008-03-01
GOOD HARBOR FINANCIAL, LLC 100% OWNER direct 2008-03-01
GOOD HARBOR FINANCIAL, INC. 100% OWNER direct 2009-03-01
GOOD HARBOR FINANCIAL, LLC 100% OWNER direct 2010-12-01
CEDAR CAPITAL, LLC MANAGING MEMBER direct 2015-01-01
CEDAR CAPITAL INVESTMENTS, LLC 100% OWNER direct 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER indirect 2015-01-01
PEPLINSKI, NEIL, RAY CHIEF INVESTMENT OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, INC. PRESIDENT direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
CEDAR CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-07-01
INGERSOLL, PAUL, RUSSELL CHIEF EXECUTIVE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, INC. VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2009-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2010-12-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2015-01-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
PATEL, YASHESH, KAMLESH CHIEF OPERATING OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF OPERATING OFFICER direct 2011-07-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF OPERATING OFFICER direct 2011-07-01
CEDAR CAPITAL, LLC CHIEF OPERATING OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF OPERATING OFFICER direct 2015-01-01
SWANSON, KEVIN, W CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
CEDAR CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
BROADMEADOW CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
PEPLINSKI, NEIL, RAY MEMBER/MANAGER PEPLINSKI CEDAR LLC 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, INC. PRESIDENT direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
CEDAR CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-07-01
INGERSOLL, PAUL, RUSSELL MEMBER/MANAGER INGERSOLL CEDAR LLC 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, INC. VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2009-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2010-12-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2015-01-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
PEPLINSKI CEDAR LLC MEMBER CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC 01/01/2015 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
CEDAR CAPITAL, LLC MEMBER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER indirect 2015-01-01
INGERSOLL CEDAR LLC MEMBER CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC 01/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
CEDAR CAPITAL, LLC MEMBER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER indirect 2015-01-01
MCGOWAN, CHRISTOPHER, JOHN MANAGER CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MANAGER indirect 2014-01-01
CEDAR CAPITAL, LLC MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MANAGER indirect 2015-01-01

CEDAR CAPITAL, LLC

ownership team - last updated 2019-03-14
Name Title Start Date Direct/Indirect % Ownership
CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC MANAGING MEMBER 01/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2008-03-01
GOOD HARBOR FINANCIAL, LLC 100% OWNER direct 2008-03-01
GOOD HARBOR FINANCIAL, INC. 100% OWNER direct 2009-03-01
GOOD HARBOR FINANCIAL, LLC 100% OWNER direct 2010-12-01
CEDAR CAPITAL, LLC MANAGING MEMBER direct 2015-01-01
CEDAR CAPITAL INVESTMENTS, LLC 100% OWNER direct 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER indirect 2015-01-01
PEPLINSKI, NEIL, RAY CHIEF INVESTMENT OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, INC. PRESIDENT direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
CEDAR CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-07-01
INGERSOLL, PAUL, RUSSELL CHIEF EXECUTIVE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, INC. VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2009-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2010-12-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2015-01-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
PATEL, YASHESH, KAMLESH CHIEF OPERATING OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF OPERATING OFFICER direct 2011-07-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF OPERATING OFFICER direct 2011-07-01
CEDAR CAPITAL, LLC CHIEF OPERATING OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF OPERATING OFFICER direct 2015-01-01
SWANSON, KEVIN, W CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
CEDAR CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
BROADMEADOW CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
PEPLINSKI, NEIL, RAY MEMBER/MANAGER PEPLINSKI CEDAR LLC 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, INC. PRESIDENT direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
CEDAR CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-07-01
INGERSOLL, PAUL, RUSSELL MEMBER/MANAGER INGERSOLL CEDAR LLC 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, INC. VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2009-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2010-12-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2015-01-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
PEPLINSKI CEDAR LLC MEMBER CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC 01/01/2015 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
CEDAR CAPITAL, LLC MEMBER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER indirect 2015-01-01
INGERSOLL CEDAR LLC MEMBER CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC 01/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
CEDAR CAPITAL, LLC MEMBER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER indirect 2015-01-01
MCGOWAN, CHRISTOPHER, JOHN MANAGER CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MANAGER indirect 2014-01-01
CEDAR CAPITAL, LLC MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MANAGER indirect 2015-01-01

CEDAR CAPITAL, LLC

ownership team - last updated 2017-12-11
Name Title Start Date Direct/Indirect % Ownership
CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC MANAGING MEMBER 01/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2008-03-01
GOOD HARBOR FINANCIAL, LLC 100% OWNER direct 2008-03-01
GOOD HARBOR FINANCIAL, INC. 100% OWNER direct 2009-03-01
GOOD HARBOR FINANCIAL, LLC 100% OWNER direct 2010-12-01
CEDAR CAPITAL, LLC MANAGING MEMBER direct 2015-01-01
CEDAR CAPITAL INVESTMENTS, LLC 100% OWNER direct 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER indirect 2015-01-01
PEPLINSKI, NEIL, RAY CHIEF INVESTMENT OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, INC. PRESIDENT direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
CEDAR CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-07-01
INGERSOLL, PAUL, RUSSELL CHIEF EXECUTIVE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, INC. VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2009-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2010-12-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2015-01-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
PATEL, YASHESH, KAMLESH CHIEF OPERATING OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF OPERATING OFFICER direct 2011-07-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF OPERATING OFFICER direct 2011-07-01
CEDAR CAPITAL, LLC CHIEF OPERATING OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF OPERATING OFFICER direct 2015-01-01
BOON, DAVID, BURRISS CHIEF FINANCIAL OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF FINANCIAL OFFICER direct 2013-09-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF FINANCIAL OFFICER direct 2013-09-01
CEDAR CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF FINANCIAL OFFICER direct 2015-03-01
SWANSON, KEVIN, W CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
CEDAR CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
BROADMEADOW CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
PEPLINSKI, NEIL, RAY MEMBER/MANAGER PEPLINSKI CEDAR LLC 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, INC. PRESIDENT direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF INVESTMENT OFFICER direct 2003-04-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
CEDAR CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-07-01
INGERSOLL, PAUL, RUSSELL MEMBER/MANAGER INGERSOLL CEDAR LLC 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC PARTNER AND CHIEF EXECUTIVE OFFICER direct 2007-12-01
GOOD HARBOR FINANCIAL, LLC MEMBER/MANAGER indirect 2008-03-01
GOOD HARBOR FINANCIAL, INC. VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2009-03-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC ACTIVE indirect 2009-05-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2010-12-01
GOOD HARBOR FINANCIAL, LLC MANAGING MEMBER direct 2010-12-01
CEDAR CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2015-01-01
CEDAR CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER/MANAGER indirect 2015-01-01
PEPLINSKI CEDAR LLC MEMBER CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC 01/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
CEDAR CAPITAL, LLC MEMBER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER indirect 2015-01-01
INGERSOLL CEDAR LLC MEMBER CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC 01/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
GOOD HARBOR FINANCIAL, LLC MEMBER indirect 2013-03-01
CEDAR CAPITAL, LLC MEMBER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MEMBER indirect 2015-01-01
HOLLIN, MITCHELL, LOUIS MANAGER CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MANAGER indirect 2013-03-01
GOOD HARBOR FINANCIAL, LLC MANAGER indirect 2013-03-01
LLR MANAGEMENT, L.P. MEMBER indirect 2004-01-01
LLR MANAGEMENT, L.P. LIMITED PARTNER direct 2004-01-01
LBC CREDIT MANAGEMENT, L.P. LIMITED PARTNER direct 2005-10-01
PATRIOT FINANCIAL MANAGER, L.P. LIMITED PARTNER direct 2007-12-01
CEDAR CAPITAL, LLC MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MANAGER indirect 2015-01-01
MCGOWAN, CHRISTOPHER, JOHN MANAGER CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MANAGER indirect 2014-01-01
CEDAR CAPITAL, LLC MANAGER indirect 2015-01-01
BROADMEADOW CAPITAL, LLC MANAGER indirect 2015-01-01
GARMAN, RICHARD, N MANAGER CEDAR CAPITAL INVESTMENTS HOLDINGS, LLC 03/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
GOOD HARBOR FINANCIAL, LLC MANAGER indirect 2015-03-01
CEDAR CAPITAL, LLC MANAGER indirect 2015-03-01
BROADMEADOW CAPITAL, LLC MANAGER indirect 2015-03-01

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