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CHERRY CREEK FAMILY OFFICES, LLC

Business and Investment Profile

The CHERRY CREEK FAMILY OFFICES, LLC is a privately held investment adviser that advises $2.02Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CHERRY CREEK FAMILY OFFICES, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 136.55% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 15.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 210 UNIVERSITY BLVD SUITE 650, DENVER, COLORADO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 16 employees comprised of 6 investment and 10 non-investment staff. The total number of Employees increased by 433.33% over the last 5-years.

Asset Profile

Their $2.02Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $1.97Bn or 97.48% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $50.91mn or 2.52% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees.

Sub-Advisers

CHERRY CREEK FAMILY OFFICES, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CHERRY CREEK FAMILY OFFICES, LLC

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Keywords: Cherry Creek Family Offices, Cherry, Creek, Family
Generated 2026-09-12T06:48:52.4134003.  © 2026 Convergence.