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CHERRY CREEK FAMILY OFFICES
Legal name: CHERRY CREEK FAMILY OFFICES, LLC
CRD 156310File 801-72210
APPROVED
Retail clients
Custody
Filing as of Feb 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.02B
Top 25% of cohort (national)
Discretionary AUM
$164.1M
Non-discretionary $1.86B
Clients
26
1,284 accounts
Employees
16
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 4, 2011
- Principal office
- 210 UNIVERSITY BLVD, SUITE 650, DENVER, CO, 80206
- Phone
- 303-862-9550
- Website
- HTTP://WWW.CCFO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.02B
- Discretionary AUM
- $164.1M
- Non-discretionary AUM
- $1.86B
- Discretionary accounts
- 105
- Non-discretionary accounts
- 1,179
- Total accounts
- 1,284
- AUM per client
- $77.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $1.97B |
| Pooled investment vehicles | 6 | $50.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 15 | 16 | increased by1 |
| Mar 1, 2026 | Clients | 25 | 26 | increased by1 |
| Mar 1, 2026 | AUM | $1,734,705,793 | $2,022,261,509 | increased by$287,555,716 |
| Mar 1, 2026 | Accounts | 1,254 | 1,284 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 15 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 14 | 25 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $982,483,422 | $1,734,705,793 | increased by$752,222,371 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 757 | 1,254 | increased by497 |
| Mar 1, 2022 | AUM | $854,912,934 | $982,483,422 | increased by$127,570,488 |
| Mar 1, 2022 | Accounts | 719 | 757 | increased by38 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHERRY CREEK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHERRY CREEK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.