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.

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