Cercano Management LLC
cercanolp.com Direct + LP
Cercano Management is an investment advisory firm serving high-net-worth families and individuals, offering integrated wealth management including investment strategy, tax and estate planning, and family governance. It provides access to private market opportunities across private equity, private credit, and venture capital.
Cercano Management LLC is a family office headquartered in Bellevue, United States, founded in 2021. It invests both directly in companies and in funds as a limited partner.
- Layer
- Direct + LP
- Type
- Family office
- Stage
- Not stated
- Headquarters
- Bellevue, United States
- Founded
- 2021
Team, as Cercano Management LLC publishes it
- Chris Orndorff Partner, Chief Executive Officer, Co-Chief Investment Officer
- Michelle Brant Partner, Head of Human Resources
- YB Choi Partner, Co-Head of Venture Capital
- Trish Halper Co-Chief Investment Officer
- Albert Hwang Partner, Co-Head of Private Investments
- Malinda Khauv Chief Compliance Officer
- Stuart Nagae Partner, Co-Head of Venture Capital
- Rick Roberts Partner, Investment Management
- Joel Shoop Partner, Chief Financial Officer
Names and roles exactly as listed on cercanolp.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Cercano Management LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://cercanolp.com/name, type, hq_country, hq_city, description
- https://cercanolp.com/about/is_investor, layer
- https://cercanolp.com/team/founded, people
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Record 5280 · added 2026-09-03 · link last verified 2026-10-21 · confidence medium
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