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.
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 uses 8 technology products and services including Power BI, Okta, Google Cloud, and more. Explore Cercano's tech stack below.
| Cercano Email Formats | Percentage |
| FirstL@cercanolp.com | 79% |
| FLast@cercanolp.com | 13% |
| First@cercanolp.com | 6% |
| First.Last@cercanolp.com | 2% |
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.
Cercano's revenue is estimated to be in the range of $100M$250M
Cercano's revenue is estimated to be in the range of $100M$250M