CHEROKEE & WALKER MANAGEMENT
Firm details
- Headquarters
- HOLLADAY, Utah
- CRD number
- 160962
- Registered since
- May 30, 2018
- Website
- www.cherokeeandwalker.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
3 of 4JAMES JENKINS
PartnerCRD 6029120
RYAN SPENCER
DirectorCRD 3227565
Mason Cowley
ControllerCRD 8190880
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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