CERCANO MANAGEMENT LLC

RIASEC RegisteredEst. 2021

Total AUM

$10.6B

Discretionary

$10.4B

98% of AUM

Avg account

$221M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BELLEVUE, Washington
CRD number: 315897
Registered since: December 30, 2021
Website: www.cercanolp.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, GOLDMAN SACHS & CO. LLC, NATIONAL FINANCIAL SERVICES LLC, JPM SECURITIES, LLC, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles82.73%
HNWI13.31%
Corporations / Businesses3.74%
Charitable Organizations0.21%
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 operates as a capital allocator for both individual/family and institutional clients, offering fee arrangements based on a percentage of assets under management and performance-based fees. Business activities include operating as a CPO/CTA and serving as sponsor/GP/managing member of pooled investment vehicles. Advisory services span financial planning and portfolio management for individuals, small businesses, pooled vehicles, and institutions, plus selection of third-party advisers. The firm does not identify as an active ESG investor.