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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.