Cherokee & Walker Management, Llc
- Regulatory AUM
- $101M
- Discretionary
- $94.7M
- Clients
- 9
- Avg AUM / client
- $11.2M
- Accounts
- 9
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 4 | $4.1M | 4.08% |
| Pooled investment vehicles (non-investment companies) | 4 | $94.7M | 93.9% |
| Charitable organizations | 1 | $2.0M | 2.03% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $112M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Red Bridge Capital Iv Llc | Other Private Fund | Utah | $55.4M | 73 |
| Red Bridge Capital Ii, Llc | Other Private Fund | Utah | $34.5M | 34 |
| Red Bridge Capital Iii, Llc | Other Private Fund | Utah | $19.8M | 21 |
| Cherokee & Walker Fund Ii, Llc | Venture Capital Fund | Utah | $1.9M | 23 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shane Reid Peery | Manager | Sep 2013 (13y) | ≈ 12.5% – 37.5% via Peery Holdings Llc | |
| James Blair Jenkins | Manager | Nov 2014 (12y) | ≈ 12.5% – 37.5% via 69 Th Street Llc | |
| Ryan Muir Spencer | Chief Compliance Officer | Apr 2015 (11y) | Less than 5% | |
| Wilson, Brent, Layne | Manager | Jul 2024 (2y) | ≈ 12.5% – 37.5% via Red Heritage Holdings, Llc | |
| Mason Cowley | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Peery Holdings Llc | Member | Mar 2024 | A | 25% – 50% |
| 69 Th Street Llc | Member | Mar 2024 | A | 25% – 50% |
| Red Heritage Holdings, Llc | Member | Jul 2024 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Shane Reid Peery: 50% – 75% of Peery Holdings Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- James Blair Jenkins: 50% – 75% of 69 Th Street Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Wilson, Brent, Layne: 50% – 75% of Red Heritage Holdings, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $112M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Red Bridge Capital Iv Llc | Other Private Fund | $55.4M | $250K | 73 |
| Red Bridge Capital Ii, Llc | Other Private Fund | $34.5M | $250K | 34 |
| Red Bridge Capital Iii, Llc | Other Private Fund | $19.8M | $250K | 21 |
| Cherokee & Walker Fund Ii, Llc | Venture Capital Fund | $1.9M | $250K | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.73 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗