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
Top Investment Stages
Cercano Management LLC: A Bellevue-based SEC-registered investment advisory firm for high-net-worth individuals and entities.
Stage Mix
Concentration shown as share of disclosed investments by stage.
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