CERCANO MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $7.28B |
| Discretionary | $7.04B97% of AUM |
| Non-Discretionary | $238.2M |
| Client Accounts | 48 |
| Avg Account Size | $151.7M |
| Employees | 62 |
| Peak AUM | $10.63BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.3B | 30.8% | 3.1% | 1.3% | |
| Discretionary AUM | $7.0B | ||||
Key Metrics
| Total AUM | $7.28B |
| Discretionary | $7.04B |
| Employees | 62 |
| Client Accounts | 48 |
| Client Range | 0 |
Contact & Location
Address
1110 112TH AVENUE NE
BELLEVUE WA 98004
Phone
425-371-7500
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$7.0B
96.7% of AUM
Non-Discretionary
$238M
3.3% of AUM
Disc. mix ▼ 1.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Law Firm