DBA: CHERRY CREEK FAMILY OFFICES
| Total AUM | $2.02B |
| Discretionary | $164.1M8% of AUM |
| Non-Discretionary | $1.86B |
| Client Accounts | 1,284 |
| Avg Account Size | $1.6M |
| Employees | 16 |
| Peak AUM | $2.02BFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.0B | +16.6% | +16.2% | +18.8% | |
| Discretionary AUM | |||||
| Total AUM | $2.02B |
| Discretionary | $164.1M |
| Employees | 16 |
| Client Accounts | 1284 |
| Client Range | 11-25 |
Address
210 UNIVERSITY BLVD
DENVER CO 80206
Phone
303-862-9550
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$164M
8.1% of AUM
Non-Discretionary
$1.9B
91.9% of AUM
Disc. mix ▼ 1.2pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$2.0B
| $164M |
| +1.1% |
| 4.1% |
| 2.2% |
| Non-Disc. AUM | $1.9B | +18.2% | +18.9% | +22.6% |
| Total Accounts | 1k | +2.4% | +12.1% | +12.3% |
| Avg Account Size | $2M | +13.9% | +3.7% | +5.8% |
| Employees | 16 | +6.7% | +4.7% | +39.8% |
| AUM / Employee | $126M | +9.3% | +11.0% | 15.0% |
Client AUM Segments | |||||
| Wealth AUM | $2.0B | +17.1% | +16.3% | +18.7% | |
| Fund / Pooled AUM | $51M | +0.2% | +13.4% | +21.5% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 0.0% | 0.0% | +43.1% | |
| Individuals | 20 | +5.3% | +13.0% | +9.0% | |