Data / Investment advisers / Utah / Cherokee & Walker Management
Cherokee & Walker Management, Salt Lake City, UT: $101 million AUM, SEC registered investment adviser
Cherokee & Walker Management is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $101 million in regulatory assets under management in its Form ADV filed March 9, 2026. Its clients include pooled investment vehicles, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 160962
- SEC file number
- 801-113327
- SEC status
- Approved, effective May 30, 2018
- Legal name
- Cherokee & Walker Management, LLC
- Main office
- 6440 South Wasatch Boulevard Suite 200, Salt Lake City, UT 84121
- Phone
- (801) 278-7800
- Website
- redbridgecap.com
- Regulatory AUM
- $100,817,540 in the Form ADV filed March 9, 2026
- Discretionary AUM
- $94,656,764
- Non discretionary AUM
- $6,160,776
- Accounts
- 9
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 3 other private funds, 1 venture capital fund
- Gross assets of private funds
- $86,229,588
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 9, 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 | 4 | $94.7 million |
| High net worth individuals | 4 | $4.1 million |
| Charitable organizations | 1 | $2 million |
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 |
|---|---|---|
| April 1, 2026 | $100.8 million | March 9, 2026 |
| December 1, 2025 | $117.2 million | March 7, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Veritas Wealth Management, LLC | Salt Lake City | $135.8 million | Not listed | adviserinfo.sec.gov |
| Octant Quantitative Investment Management LLC | Salt Lake City | $128.2 million | Not listed | adviserinfo.sec.gov |
| Wealth Foundations Partners, LLC | Salt Lake City | $110.5 million | Not listed | adviserinfo.sec.gov |
| Haynie Wealth Management LLC | Salt Lake City | $106.6 million | Not listed | adviserinfo.sec.gov |
| AG Financial | Salt Lake City | $103.5 million | Not listed | adviserinfo.sec.gov |
| Seven Canyons Advisors, LLC | Salt Lake City | $90 million | 2 | adviserinfo.sec.gov |
| Run Ventures | Salt Lake City | Not listed | 25 | adviserinfo.sec.gov |
| Pelion Venture Partners | Salt Lake City | Not listed | 23 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Cherokee & Walker Management 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.