CM
CERCANO MANAGEMENT LLC
SEC RegisteredBELLEVUE, WAhttps://cercanolp.com425-371-7500
Assets Under Management
$5B–$25B
Employees
79
Office Locations
3 offices
Total Accounts
48
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingState/Municipal
Services
Private funds / alternatives
HedgePrivate EquityVenture Capital
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 13 | $1.4B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 31 | $8.8B |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Christopher Neil Orndorff
PRESIDENT, MANAGEMENT COMMITTEE MEMBER
Cercano Management Holdings L.p.
MEMBER
Sandy Suh Moon Choi
GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER
Albert Firman Hwang
EXEC VP AND MANAGEMENT COMMITTEE MEMBER
Yongbai Choi
EXEC VP AND MANAGEMENT COMMITTEE MEMBER
Joel Shoop
CHIEF FINANCIAL OFFICER
The Estate Of Paul G. Allen
LIMITED PARTNER
Christopher Neil Orndorff
LIMITED PARTNER
Cercano Management Gp Llc
GENERAL PARTNER
Office locations
3 offices in 3 states
WA
BELLEVUEHQ
MN
WAYZATA
GA
ATLANTA
Regulatory & compliance
CRD number
#315897
SEC Number
801-122903
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
cercanolp.comPhone
425-371-7500Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CERCANO MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.