The CHEROKEE AND WALKER MANAGEMENT is a privately held investment adviser that advises $100.82mn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. CHEROKEE AND WALKER MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 10.07% over the last 5-years.
The Group has been registered with the SEC for 8.18 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 6440 SOUTH WASATCH BOULEVARD SUITE 200, SALT LAKE CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees decreased by 37.5% over the last 5-years.
Their $100.82mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 1 other account. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $94.66mn or 93.89% of Total Assets and High Net Worth Individuals own $4.12mn or 4.08% of Total Assets.
The Group's top investment strategies include Real Estate, Traditional LBO and Early Stage, representing 88.94%, 8.85% and 2.21% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $86.23mn in assets.
The Group discloses management fees and performance-based fees.
CHEROKEE AND WALKER MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.