CERCANO MANAGEMENT LLC

CRD 315897 · SEC 801-122903

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1110 112TH AVENUE NE, SUITE 202, BELLEVUE, WA, 98004, United States

Phone

425-371-7500

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.28B

Discretionary AUM

$7.04B

Team

62 total employees; 25 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-18

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	6	$589.9M
Pooled investment vehicles	27	$6.29B

States served

CA, WA, TX

All web addresses on file

https://www.cercanolp.com
https://www.linkedin.com/company/cercano-management/

Official SEC filing: View on IAPD