About Cercano

Cercano is an Investment Management company, headquartered in Bellevue, with 201 - 500 employees and annual revenue of $5M - $20M.

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

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Cercano Company Highlights

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Phone Number

(425) 371-xxxx

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Corporate Office Address

1110 112th Avenue Northeast
Bellevue, 98004

Industries Served

Investment Management

Number of Employees

201 - 500 Employees

Company Revenue

$5M - $20M

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Cercano Org

Cercano has 1 C-Level, 4 VP, 11 Director, 7 Manager, 2 Senior, and 22 Other employees.

Cercano Decision Makers

  • CEOJoel Shoop
  • CFOJoel Shoop

Cercano's Tech Stack

Addepar
Adobe Creative Suite
ADP
Automattic

Frequently Asked Questions About
Cercano

FAQs

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Who is the CEO of Cercano?

The CEO of Cercano is Joel Shoop. See full contact details  ›

Who is the CFO of Cercano?

The CFO of Cercano is Joel Shoop. See full contact details  ›

How many senior employees does Cercano have?

Cercano has 25 senior employees that are typically used for decision making.

Who are the key decision makers at Cercano?

Key decision makers at Cercano include Joel Shoop (CEO) and Joel Shoop (CFO). See full contact details  ›

What technologies does Cercano use?

Cercano uses technologies including Addepar, Adobe Creative Suite, and ADP.

How do I contact Cercano?

To contact Cercano, visit cercanolp.com.

What companies are similar to Cercano?

Companies similar to Cercano include Utimco, Stronghold Investment Management, and Radd Companies.

Where is Cercano headquartered?

Cercano is headquartered at 1110 112th Avenue Northeast, Bellevue.

What is the main phone number for Cercano?

The main phone number for Cercano is (425) 371-xxxx.

What is the official website for Cercano?

The official website for Cercano is cercanolp.com.

What is the annual revenue of Cercano?

The annual revenue of Cercano is $5M - $20M.

How many employees does Cercano have?

Cercano has 201 - 500 employees.

What industry is Cercano in?

Cercano is in the Investment Management industry.

Last updated: May 28, 2025

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