Privately held investment management firm working exclusively with ultra-high net worth investors and their family foundations. Headquartered in the United States.
| Website | https://cercanolp.com/ |
| Employees | 70 (60 on RocketReach) |
| Industry | Investment Management |
| Keywords | Investment Management, Private Wealth, Wealth Management, Investment Advisory, Private Investment, Ultra High Net Worth, Wealth Preservation, Asset Management, Family Office, Portfolio Management, Alternative Investments, Financial Planning, Multi Family Office, Impact Investing, Financial Advisory, Estate Planning, Legacy Planning, Philanthropic Investing, Tax Optimization, Retirement Planning |
| Competitors | The Carlyle Group, KKR, The Blackstone Group, TPG, Apollo Global Management, Inc., Bain Capital, Brookfield Asset Management, Advent International, Warburg Pincus LLC, Silver Lake +39 more (view full list) |
Looking for a particular Cercano employee's phone or email?
Cercano Questions
Chris Orndorff is the Chief Executive Officer and Chief Investment Officer of Cercano.
60 people are employed at Cercano.
Top Cercano Employees
-
45+
-
Matthew Webster
Managing Director at Cercano
California, United States23 -
Fernando Cabalin
Managing Director at Cercano
Florida, United States15+ -
Malinda Khauv
Chief Compliance Officer at Cercano
United States22 -
Danielle Enright
Managing Director, Tax at Cercano
Seattle, WA, US22 -
Minjie Yu
Managing Director at Cercano
Singapore25 -
Gabrielle Glemann
General Counsel at Cercano
Seattle, WA, US25 -
Yb Choi
Partner at Cercano
Bellevue, WA, US35+ -
Rick Roberts
Partner - Investor at Cercano
Bellevue, WA, US35+
Related Companies
G2Crowd Trusted
300K+
Plugin Users
