DFX Intelligence

Data Factory

VentureFirmpe with venture activity · probableregistered_investment_adviser

Cherokee & Walker Management

Venture Capital

Salt Lake City, UT

Cherokee & Walker is a private equity firm managing and seeking investment opportunities that fit the following models: Investments, Acquisitions, Partnerships, and Outgrowth.

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:6a920e4f-a9b9-4c64-ac1d-ea530255dd13

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 5
On other graphs: 1
Observed: Sep 12, 2026 to Sep 17, 2026
59 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

CHEROKEE & WALKER MANAGEMENT

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
Reported GAV: $1.9Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $101M
Funds with fundraising evidence: 0derived
Investments: 17
Portfolio companies: 17
Investments, 12m: 17
Partner-attributed: 0
People: 10
Investment professionals: 5derived
Co-investors: 0derived
LP relationships: 0
Latest ADV filing: Mar 9, 2026
Website: cherokeeandwalker.com

Funds

Fund	Vintage	Lifecycle	Form D sold	GAV	LPs
Cherokee & Walker Fund II, LLC	n/a	Unknown	n/a	$1.9M	0

Investments

round size is never this investor's check

Company	State	Stage	Round size	Partner	Attribution	Observed
CW Insurance	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
V20 Energy	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Olympus Lending	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Vindy	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
NorthRock Companies	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Red Bridge Capital	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Inthinc	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
TopNoggin	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Vital Signs Staffing	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Visible Equity	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Campus Book Rentals	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Financial Guard	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Fortius Financial	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Cornerstone Concrete	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Symbii	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Wentworth Senior Living Services	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Cottonwood Capital	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026

Relationships

Invested in (17)

→ SymbiiCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ Cottonwood CapitalCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ Red Bridge CapitalCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ InthincCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ TopNogginCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ Vital Signs StaffingCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ Visible EquityCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ Campus Book RentalsCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ Financial GuardCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ Fortius FinancialCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ Cornerstone ConcreteCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ Wentworth Senior Living ServicesCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ CW InsuranceCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ V20 EnergyCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ Olympus LendingCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ VindyCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ NorthRock CompaniesCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site

Employs (12)

→ Jaycie BairdPersonOffice Manager
factThe subject's own site
→ Blair JenkinsPersonPartner
factThe subject's own site
→ Ryan SpencerPersonDirector of Lending & CCO
factThe subject's own site
→ Steve CleggPersonChief Financial Officer
factThe subject's own site
→ Mason CowleyPersonController
factThe subject's own site
→ Shane PeeryPersonPartner
factThe subject's own site
→ James Blair JenkinsPersonManager
Feb 1, 2024 to presentfactForm ADV
→ Shane Reid PeeryPersonManager
Nov 1, 2023 to presentfactForm ADV
→ Brent Layne WilsonPersonManager
Jul 1, 2024 to presentfactForm ADV
→ Ryan Muir SpencerPersonChief Compliance Officer
Mar 1, 2024 to presentfactForm ADV
→ Paul Kevin EricksonPersonChief Compliance Officer
May 1, 2013 to Mar 29, 2024inferenceForm ADV
→ James Wentworth JenkinsPersonMember, Director
Jan 1, 2006 to Jan 29, 2020inferenceForm ADV

Manages (1)

→ Cherokee & Walker Fund II, LLCFundVenture Capital Fund
Apr 30, 2018 to presentfactForm ADV

Owns (3)

← Peery Holdings LLCFirmMember
Mar 1, 2024 to presentfactForm ADV
← 69th Street LLCFirmMember
Mar 1, 2024 to presentfactForm ADV
← RED Heritage Holdings, LLCFirmMember
Jul 1, 2024 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 29, 2024
Person left
Paul Kevin Erickson (Chief Compliance Officer) no longer on Schedule A of Cherokee & Walker Management
Form ADVobserved 7 days ago
Occurred
Mar 1, 2024
Person joined
Ryan Muir Spencer joined Schedule A of Cherokee & Walker Management as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Jan 29, 2020
Person left
James Wentworth Jenkins (Member, Director) no longer on Schedule A of Cherokee & Walker Management
Form ADVobserved 7 days ago
Occurred
Apr 30, 2018
Adviser's first ADV filing
Cherokee & Walker Management first filed Form ADV (IA)
Form ADVobserved 7 days ago

Show 1 bookkeeping events

Occurred
Apr 30, 2018
Cherokee & Walker Fund II, LLC first reported on Form ADV by Cherokee & Walker Management (Venture Capital Fund), GAV $1,862,216

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 2 websites (Form ADV) · as of 2026-09-12

Jaycie Baird
Office Manager · Revealable: 1 work email (firm website)
Steve Clegg
Chief Financial Officer · Revealable: 1 work email (firm website)
Mason Cowley
Controller · Revealable: 1 work email (firm website)

Also named here, with no published line of their own (reach them through the firm): Blair Jenkins (Partner), Ryan Spencer (Director of Lending & CCO), Shane Peery (Partner), James Blair Jenkins (Manager), Shane Reid Peery (Manager), Brent Layne Wilson (Manager), Ryan Muir Spencer (Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance