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CERCANO MANAGEMENT LLC

BELLEVUE, WA · CRD 315897 · IAPD ↗ · cercanolp.com · 425-371-7500

$7.28BRegulatory AUM
25Advisory reps
62Employees
0Clients
0Planning clients
29Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — CERCANO MANAGEMENT LLC reported RAUM down 31% ($10.63B -> $7.28B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
49
April 2026 — CERCANO MANAGEMENT LLC notice-filed in CA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
80
April 2026 — CERCANO MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
55
April 2025 — CERCANO MANAGEMENT LLC shrank from 33 to 28 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — CERCANO MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — CERCANO MANAGEMENT LLC reported RAUM up 31% ($8.00B -> $10.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2024 — CERCANO MANAGEMENT LLC grew from 26 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.