RIA Intel›Advisers›Washington›CERCANO MANAGEMENT LLC

CERCANO MANAGEMENT LLC

Fund Manager

N·BELLEVUE, WA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$7.3B

1-Year AUM Growth

+31.0%

3-Year CAGR

+10.7%

Employees

25

Assets Under Management

Total AUM$7.3B

Discretionary AUM$7.0B

Non-Discretionary AUM$238M

Discretionary %96.7%

Total Clients42

Team

Total Employees25

Investment Advisers62

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds31

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record22

First FilingNov 17, 2021

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 22 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CERCANO MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.