Cercano Management

Cercano Management is a privately held investment management firm that exclusively serves ultra-high net worth individuals and their family foundations. Based in Bellevue, Washington, the firm specializes in managing large financial portfolios and is known for its long-term investment approach. Cercano Management aims to invest directly in both public and private companies, focusing on medium to long-term growth rather than traditional private equity fund investments. The firm typically allocates between $10 million and $100 million per investment, avoiding limited partnerships in favor of direct investments.