CHEROKEE & WALKER MANAGEMENT

RIASEC RegisteredEst. 2018
Total AUM
$101M
Discretionary
$94.7M
94% of AUM
Avg account
$11.2M
Accounts
9
Employees
5
Advisory reps
4

Firm details

Headquarters
HOLLADAY, Utah
CRD number
160962
Registered since
May 30, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles93.89%
  • HNWI4.08%
  • Charitable Organizations2.03%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cherokee & Walker Management is an LLC that registered with the SEC in 2018 and operates as a fund manager with an emphasis on venture capital and other pooled vehicles. The firm is categorized as both a venture capital fund and an other-fund provider and serves a mixed clientele of individuals/families and institutional investors. Its advisory work covers portfolio management for individuals and small businesses as well as management of pooled investment vehicles. Compensation combines an asset-based fee and performance-based fees. Cherokee & Walker is not flagged as an active ESG investor and is not registered as a multi-state adviser. Ownership records indicate a mix of a domestic entity and an individual stakeholder. Industry affiliations include an insurance company relationship and activity as a sponsor of limited partnerships (excluding pooled investment vehicles).

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

3 of 4
  • JAMES JENKINS

    PartnerCRD 6029120

  • RYAN SPENCER

    DirectorCRD 3227565

  • Mason Cowley

    ControllerCRD 8190880

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOLLADAY, UT

SALT LAKE

Location

HOLLADAY, UT

Headquartered in HOLLADAY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
6440 S Wasatch Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth