SourcingSourcing

U.S. CHERRY LLC

C39
CRD 311564·SEC 801-129218·ST. PETERSBURG, FL
AUM
$8.3M
<$25M
Est. Revenue
$83K
@ 1% on AUM
Est. EBITDA
$25K
@ 30% margin
Est. Deal Value
$199K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
U.S. CHERRY LLC
CRD
311564
SEC file #
801-129218
EIN
—
DBA names
—

Economics

AUM
$8.3M
AUM band
<$25M
AUM trajectory
'25'26
$6.6M → $8.3M▲ +26%
Client mix
Individuals Other152
Corporations7
Individuals High Net Worth1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
ST. PETERSBURG FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
linkedin.com/company/us-cherry(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Reyes Trujillo, Nicolas
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Reyes Trujillo, Nicolas
U.S. CHERRY, INC.
Solo Advisor Indicator
Yes
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
social_url_excluded:linkedin.com

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 (9)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
7323304
Trust Company Affiliate
No

People (2)

2
Reyes Trujillo, Nicolas
Direct Owner · 87.5%
7323304
Bradley James Sorensen
IAR
3082269