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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation
- Established Date
- 05-04-2011
- Office Locations
- 3
Office Locations
About Cherry Creek Family Offices
Cherry Creek Family Offices is an employee-owned, independent RIA and full-service family office serving a select group of ultra-high-net-worth, multigenerational families. The team provides CIO-style portfolio management across traditional and alternative assets, plus CFO-style accounting, cash management and reporting, tax strategy and estate planning, and lifestyle services. Open-architecture, no proprietary products; uses Addepar reporting and partners with MidWest Trust for fiduciary/trustee needs.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN WILLIAM BURKE
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2011787
- Ownership
- 25% but less than 50%
WILLIAM BENJAMIN NOVAK
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- 5% but less than 10%
Pioneer zenith
Oak vertex legacy
- CRD
- #72784
- Ownership
- 21.6%
Showing 2 of 3 owners & executives
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Morgan Antonette Atwell
--
- CRD
- #7784841
KEVIN WILLIAM BURKE
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2011787
Meridian pathway
Wave vector
- CRD
- #41328
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,074,022 | $1,562,610 |
| Non-Discretionary | $1,858,187,487 | $1,576,071 |
| Total | $2,022,261,509 | $1,574,970 |
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Separately Managed Accounts
Total SMA Asset: $1,971,346,647
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,525,684,468 | 19.3% |
| Equity - Exchange | $1,296,436,543 | 16.4% |
| Cash | $1,383,392,653 | 17.5% |
| Corporate - Investment Grade | $1,027,663,113 | 13.0% |
| Municipal Bonds | $656,123,372 | 8.3% |
| Public Funds | $750,984,583 | 9.5% |
| U.S. Government/Agency | $1,264,816,141 | 16.0% |
| Total | $7,905,100,873 | 100.0% |