CHERRY CREEK FAMILY OFFICES

RIASEC RegisteredEst. 2011
Total AUM
$2B
Discretionary
$164M
8% of AUM
Avg account
$1.6M
Accounts
1,284
Employees
16
Advisory reps
8

Firm details

Headquarters
DENVER, Colorado
CRD number
156310
Registered since
May 4, 2011
Website
www.ccfo.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Fixed Fees
Client types
  • HNWI97.48%
  • Pooled Investment Vehicles2.52%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cherry Creek Family Offices is an independent, SEC-registered RIA organized as an LLC and operating since 2011. The firm positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients, and operates on a fixed-fee model. Its advisory services include financial planning and portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional mandates. The firm does not self-identify as an active ESG investor and appears to maintain an advisory model with a large non‑discretionary footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 56%, Exchange Traded Equities 25%, Cash & Cash Equivalents 9%, Investment Grade Corp Bonds 7%, US Government Bonds 1%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%56%
  • Private Funds56%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents9%
  • Investment Grade Corp Bonds7%
  • US Government Bonds1%

Owners & executives

2 of 2

  • WILLIAM NOVAK

    CFOCRD 6042609

  • COREY MCKIERNAN

    Chief Investment OfficerCRD 4425032

Contacts

3 of 6

  • Jason Perlioni

    Chairman of the Investment CommitteeCRD 8134019

  • Morgan Atwell

    Investment AssociateCRD 7784841

  • Cara Sosebee

    DirectorCRD 7585776

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
210 University Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth