Data / Investment advisers / Colorado / Cherry Creek Family Offices
Cherry Creek Family Offices, Denver, CO: $2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cherry Creek Family Offices is an SEC registered investment adviser with its main office in Denver, Colorado and reports $2 billion in regulatory assets under management in its Form ADV filed February 24, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through fixed fees. It advises 1 private fund.
The request: Watch Cherry Creek Family Offices (CRD number 156310): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 156310
- SEC file number
- 801-72210
- SEC status
- Approved, effective May 4, 2011
- Legal name
- Cherry Creek Family Offices, LLC
- Main office
- 210 University Blvd Suite 650, Denver, CO 80206
- Phone
- (303) 862-9550
- Website
- ccfo.com
- Regulatory AUM
- $2,022,261,509 in the Form ADV filed February 24, 2026
- Discretionary AUM
- $164,074,022
- Non discretionary AUM
- $1,858,187,487
- Accounts
- 1,284
- Employees
- 16, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $29,884,112
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 24, 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 |
|---|---|---|
| High net worth individuals | 20 | $1.97 billion |
| Pooled investment vehicles | 6 | $50.9 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 |
|---|---|---|
| March 2, 2026 | $2.02 billion | February 24, 2026 |
| December 1, 2025 | $1.73 billion | July 21, 2025 |
Other advisers in Denver
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Walker & Dunlop Investment Partners, Inc. | Denver | $2.70 billion | 20 | adviserinfo.sec.gov |
| Paralel Advisors LLC | Denver | $2.67 billion | Not listed | adviserinfo.sec.gov |
| Michaud Capital Management LLC | Denver | $2.44 billion | Not listed | adviserinfo.sec.gov |
| Spruceview Capital Partners LLC | Denver | $2.35 billion | 15 | adviserinfo.sec.gov |
| Excellere Partners | Denver | $2.26 billion | 5 | adviserinfo.sec.gov |
| Freedom Funds Management Co | Denver | $1.90 billion | Not listed | adviserinfo.sec.gov |
| Mainline West Fund Manager LLC | Denver | $1.77 billion | 7 | adviserinfo.sec.gov |
| Resource Capital Funds | Denver | $1.76 billion | 12 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Denver, CO
- Investment advisers in Colorado
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Cherry Creek Family Offices on the SEC's adviser search
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.