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| Happy Holidays!! thanks for using AUM13F!! |
| Cherry Creek Family Offices LLC
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| CRD # | 156310 |
| SEC # | 801-72210 |
| CIK # | |
| AUM | $1.7 B (2025-07-21) |
| Employees | 15 (27% Investors, 0% Brokers) |
| Phone | 303-862-9550 |
| Address | 210 University Blvd Denver, CO 80206 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | CCFO Select Fund LLC | 2020-05-28 | 32.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 1,683.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 50.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,254 | 1,734.7 |
| By Discretionary | ||
| Discretionary | 107 | 162.4 |
| Non-Discretionary | 1,147 | 1,572.3 |
| Total | 1,254 | 1,734.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,734.7 | |
| Total | 1,254 | 1,734.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ameraudi Asset Management Inc
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|
NY | 1.7 |
|
Clayton Financial Group LLC
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|
MO | 1.7 |
|
World Investments Inc
✚
|
NJ | 1.7 |
|
The Harbor Group Inc
✚
|
NH | 1.7 |
|
Transamerica Financial Advisors LLC
✚
|
PA | 1.7 |
|
Independence Asset Advisors LLC
✚
|
PA | 1.7 |
|
Corda Investment Management LLC
✚
|
TX | 1.7 |
|
Conservest Capital Advisors Inc
✚
|
PA | 1.7 |
|
Landaas & Company LLC
✚
|
WI | 1.7 |
|
Novare Capital Management
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|
NC | 1.7 |