Cercano Management LLC is an SEC-registered investment adviser based in Bellevue, WA that provides investment advisory and other services to ultra-high-net-worth individuals and their families as well as their family foundations, charitable organizations and other related entities. 

Investment Management

Cercano Management

Cercano Management's headquarters in Bellevue, WA, United States

The Wayzata office focuses on financial management, treasury operations, and client services within the investment sector.

Wayzata

The Atlanta office focuses on venture capital activities, supporting startups and fostering investment opportunities in the region.

Atlanta

Chris Orndorff

Tommy Teo

Evan S.

Bradley Forrest

Evan Sniderman

Arthur King

Elizabeth Bernstein

Trish Halper

Matthew Webster

Gabrielle Glemann

Minjie Yu

Malinda Khauv

Alex Frink

Sandy Choi

Joel Shoop

The Accounting and Finance team at Cercano Management LLC oversees financial reporting, fund accounting, and tax compliance for ultra-high-net-worth individuals and their related entities. They ensure accurate financial records, manage investment funds, and implement tax strategies to optimize financial outcomes for clients.

Accounting and Finance

The Venture Capital Team at Cercano Management focuses on identifying, evaluating, and investing in high-growth startups and innovative businesses. They work to generate superior returns for ultra-high-net-worth clients through strategic investments and active portfolio management, leveraging their expertise to provide both financial and advisory support to emerging companies.

Venture Capital Team

The Leadership Team at Cercano Management LLC is responsible for setting strategic direction, overseeing investment strategies, ensuring regulatory compliance, managing operations across different regions, and guiding the company’s overall growth and organizational health. This team brings together top executives with diverse expertise to drive success for their ultra-high-net-worth clients and affiliated entities.

Leadership Team

The Investment & Private Markets team at Cercano Management specializes in identifying and managing investment opportunities across private equity, private credit, and private partnerships. They focus on tailoring solutions for ultra-high-net-worth clients, ensuring optimal returns through strategic and diversified private market investments.

Investment & Private Markets

The Legal Team at Cercano Management LLC ensures regulatory compliance and mitigates legal risks for the firm and its clients. They provide legal counsel on investment advisory matters, oversee compliance programs, manage legal documentation, and support governance for ultra-high-net-worth clients and their related entities.

Legal Team

The Portfolio Management team at Cercano Management LLC is responsible for overseeing and optimizing investment portfolios for ultra-high-net-worth individuals, families, and their associated entities. The team conducts thorough financial analyses, assesses market trends, and makes strategic investment decisions to achieve client goals, balancing risk and return. Members specialize in various sectors, including financials and healthcare, to ensure diversified and expert-driven portfolio management.

Cercano Management

Org chart

Teams

Accounting and Finance

Venture Capital Team

Leadership Team

Investment & Private Markets

Legal Team

Portfolio Management

Offices

Cercano Management

Org chart

Teams

Accounting and Finance

Venture Capital Team

Leadership Team

Investment & Private Markets

Legal Team

Portfolio Management

Offices

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