Cherry Creek Family Offices is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated February 24, 2026, reports $2.0B in regulatory assets under management, 16 employees, and 1,284 accounts.
Assets Under Management
$2.0B
Employees
16
Offices
--
Total Clients
26
Primary office
DENVER, CO
210 UNIVERSITY BLVD, SUITE 650, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.9% of total clients.
Top client categories% of clientsClients
1
HNWI
76.9%
20
2
Pooled Investment Vehicles
23.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of February 24, 2026
Discretionary8.1%
$164M
8% of total RAUM8.1%
Non-discretionary91.9%
$1.9B
92% of total RAUM91.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.0B
Total Accounts1,284
10Y AUM Change+$1.2B (+144.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee2:1
10Y Employee Change+7 (+77.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.