Cherokee & Walker Management LLC

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Assets, Funds, Holdings

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Cherokee & Walker Management LLC
CRD #160962
SEC #801-113327
CIK #
AUM $136.4 MM (2024-07-08)
Employees 7 (57% Investors, 0% Brokers)
Phone801-278-7800
Address6440 South Wasatch Boulevard
Salt Lake City, UT 84121
Source [IAPD] [Website]
Total AUM ($MM)
14011284562802009201420192025
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)
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NC 0.1
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Baring Financial LLC
WA 0.1
Garner Financial Management Inc
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Certus Wealth Management LLC
CA 0.1
Star Capital Inc
MN 0.1
Stronghold Wealth Management LLC
FL 0.1
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