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| Cherokee & Walker Management LLC
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|---|---|
| CRD # | 160962 |
| SEC # | 801-113327 |
| CIK # | |
| AUM | 100.8 M (2026-03-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 801-278-7800 |
| Address | 6440 South Wasatch Boulevard Salt Lake City, UT 84121 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Red Bridge Capital IV LLC | [2024-03-29] | 56.1 M | 76.7 M |
| Offered $100,000,000 · Filed 2023-05-08 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $43,900,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Cherokee & Walker Fund II LLC | 2018-04-30 | 1.9 M | |
| Other | Red Bridge Capital III LLC | [2018-04-30] | 12.0 M | 1.4 M |
| Filed 2017-12-08 (D/A) · Exemption 506(b) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Red Bridge Capital II LLC | [2018-04-30] | 7.8 M | 6.2 M |
| Offered $12,987,500 · Filed 2012-12-14 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining $5,142,600 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Red Bridge Capital LLC | 2018-04-30 | 4.4 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 4.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 94.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 100.8 |
| By Discretionary | ||
| Discretionary | 4 | 94.7 |
| Non-Discretionary | 5 | 6.2 |
| Total | 9 | 100.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.8 | |
| Total | 9 | 100.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Shane Peery | Executive Officer | 28 | 2 | |
| J Jenkins | Director, Executive Officer | 28 | 2 | |
| James Jenkins | Director | 19 | 2 | |
| Paul Erickson | Director, Executive Officer | 13 | 2 | |
| Brent Wilson | Director | 10 | 2 | |
| Duane Moss | Director | 10 | 2 | |
| Shane Perry | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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