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CHERRY CREEK FAMILY OFFICES, LLC, CRD 156310
DENVER, CO
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 |
|---|---|---|---|---|---|---|
| TIMOTHY JOEL ULFIG | n/a | DENVER, CO | 15 | 32 | 4 | no |
| Christin James McPartlan | n/a | DENVER, CO | 10 | 10 | n/a | no |
| COREY BRIAN MCKIERNAN | n/a | DENVER, CO | 8 | 24 | n/a | no |
| Jason Perlioni | n/a | Lake Forest, IL | DENVER, CO | 0 | 19 | n/a | no |
| KEVIN WILLIAM BURKE | n/a | DENVER, CO | 0 | 29 | 2 | no |
| Morgan Antonette Atwell | n/a | DENVER, CO | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CCFO SELECT FUND, LLC | Other Private Fund | $29.9M | Feb 24, 2026 | 22 | May 28, 2020 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BURKE, KEVIN, WILLIAM | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | yes | 01/2022 | Feb 24, 2026 | Feb 24, 2026 |
| CCFO MINORITY MEMBER, LLC | LLC | A | yes | 06/2023 | Feb 24, 2026 | Feb 24, 2026 |
| MTC HOLDING COMPANY | Owner | C | yes | 11/2024 | Feb 24, 2026 | Feb 24, 2026 |
| NOVAK, WILLIAM, BENJAMIN | Member | A | yes | 11/2015 | Feb 24, 2026 | Feb 24, 2026 |
| ULFIG, TIMOTHY, JOEL | Partner | Na | yes | 01/2011 | Feb 24, 2026 | Feb 24, 2026 |
| USIU HOLDINGS LLC | Owner | B | yes | 10/2024 | Feb 24, 2026 | Feb 24, 2026 |
| ACL CHERRY CREEK LLC | Owner | C | yes | 03/2022 | Jun 14, 2022 | Mar 22, 2024 |
| BURKE, KEVIN, WILLIAM | MANAGING MEMBER AND SOLE OWNER | E | yes | 11/2021 | Mar 18, 2022 | Mar 22, 2024 |
| WELDON, KENT, RAYMOND | Partner | Na | yes | 03/2022 | Jun 14, 2022 | Mar 22, 2024 |
| WELDON, KENT, RAYMOND | MANAGING MEMBER AND SOLE OWNER | E | yes | 11/2020 | Jun 14, 2022 | Mar 22, 2024 |
| BRAVURA CAPITAL, LLC | Owner | Na | no | 03/2022 | Jun 14, 2022 | Mar 22, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 24, 2026 | $2.0B | $164M | 16 | 6 | 0 | 1 | n/a |
| 2024 | Feb 27, 2025 | $1.7B | $162M | 15 | 4 | 0 | 1 | n/a |
| 2023 | Mar 22, 2024 | $1.6B | $178M | 15 | 4 | 0 | 1 | $29.3M |
| 2022 | Mar 24, 2023 | $1.3B | $185M | 14 | 4 | 0 | 1 | $22.4M |
| 2021 | Feb 25, 2022 | $982M | $198M | 3 | 3 | 0 | 1 | $22.4M |
| 2020 | Feb 25, 2021 | $855M | $183M | 3 | 3 | 0 | 1 | $19.2M |
| 2019 | Feb 19, 2020 | $865M | $184M | 10 | 3 | 0 | n/a | n/a |
| 2018 | Jan 21, 2019 | $827M | $158M | 9 | 3 | 0 | n/a | n/a |
| 2017 | Feb 8, 2018 | $847M | $0 | 9 | 3 | 0 | n/a | n/a |
| 2016 | Feb 27, 2017 | $829M | $0 | 9 | 3 | n/a | n/a | n/a |
| 2015 | Feb 17, 2016 | $805M | $36.2M | 6 | 1 | n/a | n/a | n/a |
| 2014 | Mar 4, 2015 | $702M | $0 | 6 | 2 | n/a | n/a | n/a |
| 2013 | Mar 20, 2014 | $543M | $0 | 4 | 2 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $521M | $0 | 10 | 2 | n/a | n/a | n/a |
| 2011 | Mar 22, 2012 | $571M | $0 | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $1.7B | 16.6% | $1.3B | 15.7% | 16 | 15 | 0 | 0 |