Cedar Mountain Consulting

What Cedar Mountain Consulting does

Cedar Mountain Consulting, LLC is a Delaware-domiciled, privately held compliance consulting firm founded in 2023 and operating from offices in San Francisco, California and Austin, Texas. The firm provides tailored, outcome-driven regulatory compliance services to investment advisers, private fund managers (private equity, venture capital, hedge funds, real estate, private credit, and CLOs), business development companies, and multi-family offices. The offering is organized into four integrated service lines: Compliance Program Support (policy and procedure development, annual reviews, risk assessments, personal trading monitoring, marketing material review, and cybersecurity advisory); Outsourced CCO Services (senior-level compliance leadership on a fractional basis); SEC Exam Support (mock audits, gap assessments, document readiness, in-exam coordination, and remediation); and Adviser and Fund Launch Services (Form ADV preparation, customized compliance policy development, onboarding training, operational design, and investor due diligence readiness). The firm also markets specific expertise in digital assets and tokenized fund compliance, a relatively underserved niche within the registered investment adviser compliance market.

The firm does not develop proprietary technology products and instead operates as a senior-staffed professional services practice. Its value proposition rests on the practical in-house compliance experience of its three named leaders — Founder and Partner Meher Haider (formerly Director of Compliance at Western Technology Investment and Duff & Phelps/Kroll, and an associate in the private investment funds group at Ropes & Gray), Partner Adam Langley (former CCO and COO at Angel Oak Capital Advisers and compliance supervisor at Invesco, holding the CRCP designation), and Director of Compliance Lucy Yang (formerly at Dechert LLP and Bennett Jones LLP with an Ontario Securities Commission secondment). The firm emphasizes that every engagement is led by senior consultants rather than junior staff, and that deliverables are tailored rather than template-based.

Cedar Mountain Consulting generates revenue through professional services engagements priced via project-based fees, retainer arrangements, and hourly consulting rates; no public pricing exists. Go-to-market is relationship-driven: the firm relies on direct outreach, referrals, industry conferences, and its founders' professional networks, with the company website and a contact form serving as the primary digital acquisition surface. Customer acquisition occurs through enterprise-level engagements with formal engagement agreements and retainers, and the firm maintains no marketplace listings, resellers, or digital distribution channels. There are no disclosed funding rounds, no institutional investors, and no parent company.

Name

Cedar Mountain Consulting

Legal name

Cedar Mountain Consulting, LLC

Website

https://www.cedarmountainconsulting.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Cedar Mountain Consulting is a senior-led compliance consulting firm providing outsourced CCO services, SEC exam support, and adviser/fund launch services to investment advisers, private fund managers, business development companies, and multi-family offices from offices in San Francisco and Austin.

Ownership category

akta.pro rank

Product category

Regulatory Compliance Consulting

NAICS

Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Governance, Entity Management & Board Management (BPAEAPAL)

Keywords

• Compliance consulting
• Investment adviser compliance
• SEC exam support
• Outsourced CCO services
• Private fund compliance

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Compliance Consulting Services: Cedar Mountain Consulting generates revenue through professional consulting engagements with investment advisers, private fund managers, business development companies, and multi-family offices. Services include compliance program support, outsourced CCO services, SEC exam preparation, and adviser/fund launch assistance. Revenue is derived from project-based fees, retainer arrangements, and hourly consulting rates for advisory services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Cedar Mountain Consulting is a professional services firm that delivers tailored regulatory compliance solutions to investment advisers, private fund managers, business development companies, and multi-family offices. The firm offers four integrated service lines—Compliance Program Support, Outsourced CCO Services, SEC Exam Support, and Adviser and Fund Launch Services—designed to help clients build, maintain, and defend enduring compliance programs. Services are delivered by senior practitioners with prior in-house compliance and legal experience at major financial institutions and top law firms.

Product overview

Cedar Mountain Consulting offers a unified suite of compliance consulting services for private fund managers, business development companies, and multi-family offices. The core offering consists of four integrated service lines: Compliance Program Support (policy development, risk assessments, monitoring systems, training, and cybersecurity advisory), Outsourced CCO Services (senior compliance leadership), SEC Exam Support (mock audits, gap assessments, exam preparation and coordination), and Adviser and Fund Launch Services (Form ADV filings, policy development, operational design). These services work together to provide end-to-end regulatory compliance solutions, from initial fund launch through ongoing exam readiness and program maintenance.

Differentiator

Problem solved

Functional benefit

Products and services

• Compliance Program Support
• Outsourced CCO Services
• SEC Exam Support
• Adviser and Fund Launch Services

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves6 records

Expansion highlights5 records

Direct peers

• Core Compliance: Specialized compliance consulting firm serving registered investment advisers, private funds, and broker-dealers with outsourced CCO, mock SEC exams, and program development — directly comparable services and target customers to Cedar Mountain.
• ACA Group: The largest dedicated provider of compliance consulting and technology for the investment management industry. ACA serves registered investment advisers, private funds, and broker-dealers — the same core segments as Cedar Mountain — and is the closest direct competitor in the GRC advisory space for advisers.
• Cipperman Compliance Services: Boutique compliance consulting firm focused on investment advisers, private funds, and broker-dealers. Provides outsourced CCO, compliance program development, and SEC exam support — directly overlapping Cedar Mountain's service lines and target client base.
• National Regulatory Services (NRS): Provides compliance education, consulting, and outsourcing to broker-dealers, investment advisers, and private funds. Like Cedar Mountain, NRS delivers outsourced CCO and compliance program services to RIAs and fund managers, making it a comparable peer in the same vertical.
• Foreside: Provides regulatory and compliance services alongside fund distribution and operational support to investment advisers and fund managers. Overlaps with Cedar Mountain on the compliance consulting side and serves many of the same types of private fund and BDC clients.
• ACA Aponix: The cybersecurity, technology risk, and operational risk arm of ACA Group. Cedar Mountain explicitly offers cybersecurity implementation support as part of compliance program services, making this the closest peer for that specific offering within a broader compliance platform.

Broad incumbents

• Kroll (formerly Duff & Phelps): Global advisory firm offering valuation, compliance, governance, and risk services. Kroll acquired Duff & Phelps — where Cedar Mountain's founder previously served as Director of Compliance — and competes in the same adviser compliance space but as part of a much broader service portfolio.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cedar-mountain-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cedar Mountain Consulting