SourcingSourcing

CHEROKEE & WALKER MANAGEMENT, LLC

B55
CRD 160962·SEC 801-113327·SALT LAKE CITY, UT
AUM
$100.8M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$302K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHEROKEE & WALKER MANAGEMENT, LLC
CRD
160962
SEC file #
801-113327
EIN
—
DBA names
Cherokee & Walker Management

Economics

AUM
$100.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$101.1M → $100.8M▬ 0%
Client mix
Individuals High Net Worth4
Pooled Investment Vehicles4
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
redbridgecap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
69TH STREET LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
69TH STREET LLC
PEERY HOLDINGS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
REDBRIDGECAP.COM
Rdap Domain Creation Date
2005-01-06T15:57:27Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
State Street1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-06T15:57:27Z
Rdap Domain Last Changed
2025-11-07T08:18:40Z
Rdap Nameservers
Jaxson.ns.cloudflare.comZoe.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
SPENCER, RYAN, MUIR
IAR · Executive Officer · 2.5%
3227565
SHANE REID PEERY
IAR
6029116
JAMES BLAIR JENKINS
IAR
6029120
Mason Cowley
IAR
8190880