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Cherokee & Walker Management LLC
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CRD # | 160962 |
SEC # | 801-113327 |
CIK # | |
AUM | $136.4 MM (2024-07-08) |
Employees | 7 (57% Investors, 0% Brokers) |
Phone | 801-278-7800 |
Address | 6440 South Wasatch Boulevard Salt Lake City, UT 84121 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Red Bridge Capital IV LLC | [2024-03-29] | 56.1 | 55.4 |
VC | Cherokee & Walker Fund II LLC | 2018-04-30 | 1.9 | |
Other | Red Bridge Capital III LLC | [2018-04-30] | 18.0 | 19.8 |
Other | Red Bridge Capital II LLC | [2018-04-30] | 2.6 | 34.5 |
Other | Red Bridge Capital LLC | 2018-04-30 | 4.4 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 3 | 8.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 4 | 111.6 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 2 | 16.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 9 | 136.4 |
By Discretionary | ||
Discretionary | 4 | 111.6 |
Non-Discretionary | 5 | 24.7 |
Total | 9 | 136.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 136.4 | |
Total | 9 | 136.4 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
J Jenkins | 22 | ||
Shane Peery | 22 | ||
James Jenkins | 19 | ||
Paul Erickson | 13 | ||
Duane Moss | 10 | ||
Brent Wilson | 10 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
David P Gilliam & Associates Inc
✚
|
IN | 0.1 |
Buchanan Wealth Management LLC
✚
|
VA | 0.1 |
Nolet Wealth Management LLC
✚
|
TX | 0.1 |
Portus Wealth Advisors LLC
✚
|
NC | 0.1 |
CTA Wealth Advisors Inc
✚
|
CA | 0.1 |
Baring Financial LLC
✚
|
WA | 0.1 |
Garner Financial Management Inc
✚
|
CA | 0.1 |
Certus Wealth Management LLC
✚
|
CA | 0.1 |
Star Capital Inc
✚
|
MN | 0.1 |
Stronghold Wealth Management LLC
✚
|
FL | 0.1 |