Cercano Management LLC

Cercano Management is an SEC-registered investment adviser serving ultra-high-net-worth individuals, families, family foundations, charitable organizations, and related entities. It invests globally and often acts as clients’ family-office chief investment officer, managing diversified portfolios across private equity, venture capital, private credit, real assets, and public markets. The firm also integrates investment strategy with tax and estate planning, governance, and philanthropic objectives to support long-term wealth stewardship and continuity.