Cercano Management LLC

RIASEC RegisteredEst. 2021

Total AUM

$7.3B

Discretionary

$7B

97% of AUM

Avg account

$152M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Bellevue, Washington
CRD number: 315897
Registered since: December 30, 2021
Website: www.cercanolp.com
Custodians: GOLDMAN SACHS & CO. LLC, NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., JPM SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles86.36%
HNWI8.1%
Corporations / Businesses5.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cercano Management LLC is an independent RIA organized as an LLC and registered with the SEC. The firm acts as a capital allocator serving both individual/family and institutional clients and provides a range of advisory services that include financial planning, portfolio management for individuals, pooled vehicles and institutions, and the selection of outside advisers. Cercano also operates in sponsoring or managing pooled investment vehicles (serving as sponsor, general partner, or managing member) and lists CPO/CTA activity among its business lines. Its fee arrangements are flexible, spanning percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. The adviser does not identify as an active ESG investor and is not presented as a multi-state adviser.