U.S. CHERRY LLC

Overview

U.S Cherry LLC is a small, fee-based registered adviser that concentrates on managed portfolios for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and identifies itself as an active ESG investor, which suggests ESG criteria figure into manager selection and portfolio construction. Advisory activity centers on discretionary portfolio management rather than broad financial planning or pension consulting, and the firm indicates it serves both retail and some institutional clients. With a recent SEC registration in 2024, U.S Cherry LLC appears to favor pooled public vehicles for core exposure while supplementing portfolios with select alternative strategies. Given the firm’s scale, allocations to nontraditional assets are likely executed through third‑party fund managers and liquid alternative wrappers rather than direct private equity or large-scale direct investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices