Cercano Management LLC

Registered investment advisor · Bellevue, Washington · CRD #315897

Assets Under Management

$10.6B

Client Accounts

Employees

CRD Number

315897

Registration

SEC Registered

Custodian

Jpmorgan Chase Bank, National Association, Northern Trust Corporation, Goldman Sachs & Co. Llc, Morgan Stanley Smith Barney Llc, National Financial Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Cercano Management LLC

Cercano Management, based in Bellevue, Washington, is an investment adviser and multi-family office that specializes in providing investment advisory services to ultra-high-net-worth individuals, families, family foundations, and charitable organizations. Founded in 2003 and formerly known as Vulcan Capital, the firm is associated with the family office of the late Microsoft co-founder Paul Allen. Cercano Management offers a range of investment strategies, including leveraged buyouts, growth ca

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Cercano Management LLC

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Cercano Management LLC's AUM?

Cercano Management LLC reports approximately $10.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Cercano Management LLC headquartered?

Cercano Management LLC is headquartered in Bellevue, Washington.

What is Cercano Management LLC's CRD number?

Cercano Management LLC's CRD number is 315897. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.