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 registered investment adviser organized as an LLC and SEC-registered in 2021. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory remit includes financial planning and discretionary portfolio management for individuals, pooled vehicles, businesses and institutions, plus the selection of third‑party managers. Cercano also operates in sponsor/GP and managing‑member roles for pooled investment vehicles and has CPO/CTA activity in its business mix. The firm charges a mix of fee types — percentage of AUM, hourly, fixed fees and performance-based fees — signaling flexibility in client engagements and incentive alignment on certain mandates. Cercano is not an active ESG investor according to the available profile and is not designated as a multi‑state adviser in the snapshot data.