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Cherry Creek Family Offices, LLC
Multifamily office listing in Denver, Colorado, United States.
- SEC-registered
- Regulatory AUM
- $2.0 billion
- Employees
- 16
- Clients
- 11-25
- Published minimum
- $40 million
Independent, employee-owned family office and investment adviser serving ultra-high-net-worth, multigenerational families.1
Overview
Cherry Creek Family Offices (CCFO) is an employee-owned, independent investment adviser and full-service family office. The firm provides investment advisory, back-office accounting, and family support services to select high-net-worth families.12
The SEC lists CCFO as an approved SEC-registered investment adviser under CRD 156310 and SEC file 801-72210, effective May 4, 2011.3
History
CCFO says it has focused on independent investment advice and family office services since 2010.1
Timeline
- 2010CCFO says it has focused on independent investment advice and family office services since 2010.
- 2011The SEC lists CCFO as an approved SEC-registered investment adviser under CRD 156310 and SEC file 801-72210, effective May 4, 2011.
Leadership
Kevin W. Burke is Managing Partner and oversees day-to-day firm activities. He has more than 30 years of investment experience. Timothy J. Ulfig is Managing Partner, and Jayne Borman is Senior Partner.4
Jason Perlioni is Senior Partner, Investments, and Chairman of the Investment Committee. He has more than 25 years of investment experience. Brad Sprong is Senior Partner, Tax and Estate Planning; Colleen Harvey, CFA, is Managing Director, Investment Advisory; and Corey McKiernan is Chief Investment Officer.45
Services
CCFO’s investment advisory team constructs customized portfolios across traditional and alternative asset classes. Its asset-management services include investment diligence and portfolio management.6
Family-office services include personal, trust, foundation, and partnership accounting; budgeting; cash management; bill payment; investment transaction support; and reporting.6
The firm provides tax strategy and estate-planning advice related to liquidity events, philanthropy, complex assets, business transitions, and retirement planning.6
Lifestyle services can include aviation, personal real-estate transactions and financing, next-generation wealth education, life-event support, and family medical coverage options.6
What the firm offers
- Investment management
- Tax planning
- Philanthropy
- Family governance and education
- Administration and bill pay
- Private and alternative investments
- Retirement planning
Client Focus
CCFO serves ultra-high-net-worth, multigenerational families and select high-net-worth families. The firm describes its model as delivering dedicated single-family-office service within a multi-family-office structure, with a primary relationship managed by a CCFO partner.12
Approach
CCFO says its investment selection is unconstrained but highly selective across asset classes and geographies. The firm builds customized portfolios spanning private and public investments.2
Assets and Minimums
CCFO reports a minimum client requirement of $40 million. The firm reports charging a negotiable flat, fixed, all-inclusive fee billed quarterly in advance.7
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $805 million | $36 million | $769 million |
| 2017 | $829 million | $0 | $829 million |
| 2018 | $847 million | $0 | $847 million |
| 2019 | $827 million | $158 million | $669 million |
| 2020 | $865 million | $184 million | $682 million |
| 2021 | $855 million | $183 million | $671 million |
| 2022 | $982 million | $198 million | $785 million |
| 2023 | $1.3 billion | $185 million | $1.1 billion |
| 2025 | $1.7 billion | $162 million | $1.6 billion |
| 2026 | $2.0 billion | $164 million | $1.9 billion |
| Year | Average AUM per client |
|---|---|
| 2018 | $85 million |
| 2019 | $75 million |
| 2020 | $79 million |
| 2021 | $61 million |
| 2022 | $70 million |
| 2023 | $65 million |
| 2025 | $69 million |
| 2026 | $78 million |
| Client type | Clients (2026) |
|---|---|
| High net worth individuals | 20 |
| Pooled investment vehicles | 6 |
| Year | Employees |
|---|---|
| 2016 | 6 |
| 2017 | 9 |
| 2018 | 9 |
| 2019 | 9 |
| 2020 | 10 |
| 2021 | 3 |
| 2022 | 3 |
| 2023 | 14 |
| 2025 | 15 |
| 2026 | 16 |
Ranks #2 of 7 SEC-registered firms in CO on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 156310. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What does Cherry Creek Family Offices do?
CCFO combines investment advisory, family-office accounting, tax and estate-planning guidance, and family support services for wealthy families.26
Who does CCFO serve?
The firm serves ultra-high-net-worth, multigenerational families and select high-net-worth families through a multi-family-office structure designed to provide dedicated service.12
What is CCFO’s minimum client requirement?
CCFO reports a minimum client requirement of $40 million.7
Related resources
- LocationMultifamily offices in Denver
This Denver directory helps compare family office options serving wealthy households in the region. It gives a reader context for considering services such as investment management, tax planning, administration, philanthropy, and family governance for a multigenerational family.
- Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and related planning topics. A family considering an adviser can use these materials to prepare questions about tax planning, estate structures, retirement needs, and how wealth should be transferred across generations.
- Network siteFamilyOffices.com
FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Its materials can help a business owner compare family office models, think through private and alternative investments, and consider the administrative and educational work involved in managing family wealth.
- GuideWhen does a family need its own office
This guide can help a family assess whether its financial affairs have become too complex for informal coordination. Questions about investment oversight, bill pay, philanthropy, family education, governance, and multigenerational planning may clarify whether a family office relationship fits its needs.
- Similar firmsAlpha Capital Family Office, LLC
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Tillman HartleyReviewing Alpha Capital Family Office, LLC, CEDRUS Financial, and Tillman Hartley gives readers additional firms to research on this site. Comparing their stated services, client focus, and regional presence can help a family owner frame questions for an independent adviser serving ultra-high-net-worth households.
Sources
- Cherry Creek Family Offices: Who We Are
- Cherry Creek Family Offices: Why CCFO
- SEC Adviser Information: Cherry Creek Family Offices
- Cherry Creek Family Offices: Our Team
- Kevin Burke and Jason Perlioni team profiles · [Jason Perlioni profile](https://www.ccfo.com/ccfoteam/jason/)
- Cherry Creek Family Offices: What We Do
- Form CRS for Cherry Creek Family Offices
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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