Cercano Management LLC

$7.28BAssets under management
as of Sep 2026 · SEC Form ADV
Bellevue, WA
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Tech stack

No one at Cercano Management LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
J.P. Morgan
Per Form ADV · $1.0B held · filed Nov 2024
Morgan Stanley
Per Form ADV · $578M held · filed Nov 2024
Fidelity
Per Form ADV · $401M held · filed Nov 2024
Northern Trust
Per Form ADV · $372M held · filed Nov 2024
Goldman Sachs
Per Form ADV · $359M held · filed Nov 2024