Cercano Management LLC

Overview

Cercano Management LLC is an SEC registered investment adviser based in Bellevue, WA, registered since 2021. It reports $7.3B in assets under management across 48 accounts, with 62 employees. It has 1 investment adviser representatives.

Reported AUM

$7.3B

Discretionary

97%

Accounts

48

Average account

$152M

Employees

62

Advisory reps

1

Registered since

2021

Jurisdictions

3

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 7

• Christopher Neil Orndorff President, Management Committee Member CRD 1574211
• Joel William Shoop Chief Financial Officer CRD 7581279
• Malinda Mei-Yin Khauv Chief Compliance Officer CRD 6334664

4 more executive officers, with direct contact details

Advisory reps 1 of 1

• Jason Matthew Butler Insurance Agent · Investment Adviser Rep CRD 5146821

Location

Headquarters

1110 112th Ave NE Ste 202
Bellevue, WA 98004

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: cercanolp.com

Every state, with registration dates

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