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CHEROKEE & WALKER MANAGEMENT, LLC, CRD 160962
SALT LAKE CITY, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SHANE REID PEERY | n/a | SALT LAKE CITY, UT | 12 | 20 | n/a | no |
| JAMES BLAIR JENKINS | n/a | SALT LAKE CITY, UT | 11 | 20 | n/a | no |
| RYAN MUIR SPENCER | n/a | SALT LAKE CITY, UT | 11 | 27 | 1 | no |
| Mason Cowley | n/a | SALT LAKE CITY, UT | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| RED BRIDGE CAPITAL IV LLC | Other Private Fund | $55.4M | Jul 8, 2024 | 73 | Mar 29, 2024 | reported | 021-481015 |
| RED BRIDGE CAPITAL II, LLC | Other Private Fund | $34.5M | Jul 8, 2024 | 34 | Apr 30, 2018 | reported | 021-259764 |
| RED BRIDGE CAPITAL III, LLC | Other Private Fund | $19.8M | Jul 8, 2024 | 21 | Apr 30, 2018 | reported | 021-293150 |
| RED BRIDGE CAPITAL, LLC | Other Private Fund | $4.4M | Dec 14, 2023 | 32 | Apr 30, 2018 | reported | 021-62258 |
| CHEROKEE & WALKER FUND II, LLC | Venture Capital Fund | $1.9M | Jul 8, 2024 | 23 | Apr 30, 2018 | reported | 021-1450884 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| 69TH STREET LLC | Member | C | yes | 03/2024 | Mar 29, 2024 | Jul 8, 2024 |
| JENKINS, JAMES, BLAIR | Manager | D | yes | 02/2024 | Apr 30, 2018 | Jul 8, 2024 |
| PEERY HOLDINGS LLC | Member | C | yes | 03/2024 | Mar 29, 2024 | Jul 8, 2024 |
| PEERY, SHANE, REID | Manager | D | yes | 11/2023 | Apr 30, 2018 | Jul 8, 2024 |
| RED HERITAGE HOLDINGS, LLC | Member | C | yes | 07/2024 | Jul 8, 2024 | Jul 8, 2024 |
| WILSON, BRENT, LAYNE | Manager | D | yes | 07/2024 | Apr 30, 2018 | Jul 8, 2024 |
| SPENCER, RYAN, MUIR | CHIEF COMPLIANCE OFFICER | Na | no | 03/2024 | Mar 29, 2024 | Jul 8, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CW INSURANCE, INC. | n/a | n/a | n/a | Y | yes | n/a |
| NORTHROCK COMPANIES, LLC | n/a | n/a | n/a | N | yes | n/a |
| ROCKWORTH COMPANIES, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 9, 2026 | $101M | $94.7M | 5 | 4 | 0 | 4 | n/a |
| 2024 | Mar 7, 2025 | $117M | $104M | 6 | 3 | 0 | 4 | n/a |
| 2023 | Mar 29, 2024 | $136M | $112M | 7 | 4 | 0 | 4 | $112M |
| 2022 | Feb 28, 2023 | $139M | $121M | 7 | 4 | 0 | 4 | $121M |
| 2021 | Mar 25, 2022 | $96.4M | $90.8M | 8 | 4 | 0 | 4 | $90.8M |
| 2020 | Mar 26, 2021 | $91.6M | $79.9M | 8 | 4 | 0 | 4 | $79.9M |
| 2019 | Mar 23, 2020 | $92.3M | $74.7M | 8 | 4 | 0 | 4 | $78.6M |
| 2018 | Mar 29, 2019 | $101M | $78.8M | 10 | 5 | 0 | 4 | $238M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $101M | $117M | -14.0% | $139M | -10.1% | 5 | 6 | 0 | 0 |