Insights

Active Investment Strategy Cercano's recent investments in innovative technology startups such as Bronto, Doorstep, and AdaptX indicate a focus on emerging sectors like data analytics, sensor-based tracking, and security. This commitment to startups suggests opportunities to provide supporting technologies, tools, or services tailored for early-stage companies and growth funding.

Growing Asset Portfolio With significant stakes in companies like WillScot Mobile Mini and AECOM, Cercano demonstrates a strategic emphasis on diversified asset management across infrastructure, mobility, and real estate sectors. Engaging with firms in these industries or offering specialized financial products could align well with Cercano’s investment interests.

Technology-Driven Environment The firm’s tech stack, including Power BI, Google Cloud, and Okta, highlights a strong reliance on cloud computing and data analytics. Providing advanced analytics solutions, cloud security, or integration tools can support Cercano’s operational efficiency and decision-making processes.

Focus on High-Net-Worth Clients Cercano exclusively works with ultra-high net worth investors and family foundations, indicating a premium client base. Opportunities exist to offer bespoke financial solutions, estate planning tools, or exclusive investment products tailored for this discerning clientele.

Active Market Engagement Recent funding activities across multiple sectors reflect Cercano’s proactive investment approach. Developing tailored outreach strategies or presenting niche investment opportunities aligned with current market trends could strengthen engagement and facilitate future collaborations.

Cercano Tech Stack

Cercano uses 8 technology products and services including Power BI, Okta, Google Cloud, and more. Explore Cercano's tech stack below.

  • Power BI
    Business Intelligence
  • Okta
    Identity Verification
  • Google Cloud
    Infrastructure As A Service
  • Microsoft
    Miscellaneous
  • DocSend
    Sales Enablement
  • PowerShell
    Security
  • Expensify
    Travel And Expense Management
  • Bootstrap
    UI Frameworks

Media & News

Cercano's Email Address Formats

Cercano uses at least 1 format(s):
Cercano Email FormatsExamplePercentage
FirstL@cercanolp.comJohnD@cercanolp.com
79%
FLast@cercanolp.comJDoe@cercanolp.com
13%
First@cercanolp.comJohn@cercanolp.com
6%
First.Last@cercanolp.comJohn.Doe@cercanolp.com
2%

Frequently Asked Questions

What is Cercano's stock symbol?

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Cercano is a publicly traded company; the company's stock symbol is N/A.

What is Cercano's official website and social media links?

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Cercano's official website is cercanolp.com and has social profiles on LinkedIn.

What is Cercano's NAICS code?

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Cercano's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Cercano have currently?

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As of December 2025, Cercano has approximately 79 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Head Of Information Technology: A. A.Partner, Chief Financial Officer: J. S.Managing Director & Head Of Southeast Asia: T. T.. Explore Cercano's employee directory with LeadIQ.

What industry does Cercano belong to?

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Cercano operates in the Investment Management industry.

What technology does Cercano use?

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Cercano's tech stack includes Power BIOktaGoogle CloudMicrosoftDocSendPowerShellExpensifyBootstrap.

What is Cercano's email format?

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Cercano's email format typically follows the pattern of FirstL@cercanolp.com. Find more Cercano email formats with LeadIQ.

Cercano

Investment ManagementWashington, United States51-200 Employees

Privately held investment management firm working exclusively with ultra-high net worth investors and their family foundations. Headquartered in Bellevue, WA.

Section iconCompany Overview

Stock Symbol
N/A
NAICS Code
5239 - Other Financial Investment Activities
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Cercano's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Cercano's revenue is estimated to be in the range of $100M$250M

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