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Cercano Management
AddedFeb 13, 2024
UpdatedJun 28, 2026
Cercano Management

Cercano Management

Operating

Cercano Management LLC: A Bellevue-based SEC-registered investment advisory firm for high-net-worth individuals and entities.

Location
Bellevue, WA, US
Founded
2003
Firm
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Portfolio
Employees
News
Website

Cercano Management LLC is an SEC-registered investment advisory firm based in Bellevue, WA, with additional offices in Atlanta, GA, Singapore, and Wayzata, MN. The firm focuses on providing investment advisory services to ultra-high-net-worth individuals and their families, as well as family foundations, charitable organizations, and other related entities. Cercano Management typically participates in various funding stages, including Seed, Series A, Series B, and beyond, with investments ranging from early-stage to later rounds.

Notable portfolio companies include Booster Fuels, which has raised $125 million, Upside Foods with $400 million, and Ozette Technologies with $26 million. The firm is led by key partners who bring extensive experience in managing significant wealth portfolios. Cercano Management emphasizes a personalized investment philosophy tailored to the unique needs of high-net-worth clients. Additionally, they offer value-added services such as strategic advisory and philanthropic planning to enhance the overall impact of their investments.

Cercano Management - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments28
Current Portfolio Count26
Total Portfolio Exits0

Top Investment Stages

Seed10 (40.0%)
Series A5 (20.0%)
Series B5 (20.0%)
Series Unknown3 (12.0%)
Series C2 (8.0%)

Stage Mix

Seed 40%Series A 20%Series B 20%Series Unknown 12%Series C 8%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Rhythms logo

Rhythms

AdaptX logo

AdaptX

Groopit logo

Groopit

Wellthy logo

Wellthy

GoodShip logo

GoodShip

Blokable logo

Blokable

Candidly logo

Candidly

Spine BioPharma logo

Spine BioPharma

Rebellyous Foods logo

Rebellyous Foods

Ferrum Health logo

Ferrum Health

Mila Cares logo

Mila Cares

Prophia logo

Prophia

Greenwood logo

Greenwood

Genetesis logo

Genetesis

flavrs logo

flavrs

Monod Bio logo

Monod Bio

Yoodli logo

Yoodli

Ozette Technologies logo

Ozette Technologies

CivicEye logo

CivicEye

Booster Fuels logo

Booster Fuels

Inflection.io logo

Inflection.io

Revvo logo

Revvo

Upside Foods logo

Upside Foods

Kevala logo

Kevala

Videon Central logo

Videon Central

Cercano Management - Classification

Also Known As
  • Cercano Management LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 2 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
SIC
  • 6000Depository Institutions