CERCANO MANAGEMENT LLC

CRD 315897File 801-122903

APPROVED

Retail clients

Custody

Filing as of Jul 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$7.28B

Top 10% of cohort (national)

Discretionary AUM

$7.04B

Non-discretionary $238.2M

Clients

48 accounts

Employees

Top 10% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Dec 30, 2021
Principal office: 1110 112TH AVENUE NE, SUITE 202, BELLEVUE, WA, 98004
Phone: 425-371-7500
Website: https://www.cercanolp.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $7.28B
Discretionary AUM: $7.04B
Non-discretionary AUM: $238.2M
Discretionary accounts: 44
Non-discretionary accounts: 4
Total accounts: 48
AUM per client: $220.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$403.2M
Charitable organizations	Fewer than 5	$216K
High net worth individuals	6	$589.9M
Pooled investment vehicles	27	$6.29B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.