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CHEROKEE & WALKER MANAGEMENT
Legal name: CHEROKEE & WALKER MANAGEMENT, LLC
CRD 160962File 801-113327
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$100.8M
Bottom 25% of cohort (national)
Discretionary AUM
$94.7M
Non-discretionary $6.2M
Clients
9
9 accounts
Employees
5
Bottom 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 30, 2018
- Principal office
- 6440 SOUTH WASATCH BOULEVARD, SUITE 200, SALT LAKE CITY, UT, 84121
- Phone
- 801-278-7800
- Website
- HTTP://REDBRIDGECAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $100.8M
- Discretionary AUM
- $94.7M
- Non-discretionary AUM
- $6.2M
- Discretionary accounts
- 4
- Non-discretionary accounts
- 5
- Total accounts
- 9
- AUM per client
- $11.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $2.0M |
| High net worth individuals | 4 | $4.1M |
| Pooled investment vehicles | 4 | $94.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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.