Data / Investment advisers / Washington / Cercano Management LLC
Cercano Management LLC, Bellevue, WA: $7.3 billion AUM, SEC registered investment adviser
Cercano Management LLC is an SEC registered investment adviser with its main office in Bellevue, Washington and reports $7.3 billion in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include pooled investment vehicles, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 29 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 315897
- SEC file number
- 801-122903
- SEC status
- Approved, effective December 30, 2021
- Main office
- 1110 112th Avenue Ne Suite 202, Bellevue, WA 98004
- Phone
- (425) 371-7500
- Website
- cercanolp.com
- Regulatory AUM
- $7,281,283,635 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $7,043,063,903
- Non discretionary AUM
- $238,219,732
- Accounts
- 48
- Employees
- 62, of which 25 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 29: 13 venture capital funds, 6 hedge funds, 5 private equity funds, 5 other private funds
- Gross assets of private funds
- $6,764,155,996
- Other offices
- 1
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 27 | $6.29 billion |
| High net worth individuals | 6 | $589.9 million |
| Corporations or other businesses | Fewer than 5 | $403.2 million |
| Charitable organizations | Fewer than 5 | $216,432 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $7.28 billion | June 18, 2026 |
| April 1, 2026 | $10.63 billion | March 25, 2026 |
| December 1, 2025 | $10.52 billion | August 18, 2025 |
Other advisers in Bellevue
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Coldstream Wealth Management | Bellevue | $13.93 billion | 1 | adviserinfo.sec.gov |
| Evergreen Capital Management LLC | Bellevue | $7.19 billion | 8 | adviserinfo.sec.gov |
| Threadline Wealth | Bellevue | $5.77 billion | Not listed | adviserinfo.sec.gov |
| Parcion Private Wealth LLC | Bellevue | $2.95 billion | Not listed | adviserinfo.sec.gov |
| Tschetter Group | Bellevue | $2.39 billion | 1 | adviserinfo.sec.gov |
| Goldfinch Partners | Bellevue | $2.09 billion | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bellevue, WA
- Investment advisers in Washington
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Cercano Management LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.