Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Real Estate, Venture Capital, Fixed Income (Debt and Bonds), Hedge Funds, Commodities, Infrastructure, Collectibles & Art, Crypto, Distressed and Special Situations, ESG and Impact Investing
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Industrial
- Transportation
- Consumer Services
- Consumer Non-Durables
- Basic Industries
Investor Details Founded: 2010
Cherry Creek Family Offices (CCFO) is an employee-owned, independent investment advisor and full-service family office based in Denver, Colorado. Since its founding in 2010, CCFO has been dedicated to delivering independent, non-conflicted investment advice and comprehensive family office services to a select group of ultra-high-net-worth multigenerational families. The firm operates with a singular focus on providing single-family office services within a multi-family office structure, aiming to set the standard of service and performance in the industry.
CCFO offers a wide range of services, including investment advisory, family office services, tax strategy, estate planning, and lifestyle services. Their investment advisory team acts as the Chief Investment Officer (CIO) for each family, specializing in constructing unique investment portfolios across both traditional and alternative asset classes. The family office service team functions as the Chief Financial Officer (CFO), providing dedicated accounting and client services tailored to each family's needs. Additionally, CCFO's tax strategy and estate planning team serves as proactive advisors on tax strategy, liquidity events, philanthropy, and estate planning. Their lifestyle services support clients in areas such as aviation, personal real estate transactions, next-generation wealth management, education, and family medical coverage options.
In July 2025, CCFO expanded its leadership team by appointing Jason Perlioni, former Chief Investment Officer of Johns Hopkins University, as Senior Partner and Chairman of the Investment Committee. This strategic move reflects the firm's commitment to enhancing its capabilities and expertise in serving ultra-high-net-worth family clients. The addition of Perlioni, along with other recent leadership appointments, underscores CCFO's dedication to providing exceptional client service and innovative solutions in wealth management.
Requirements
- Accredited investors only
- Long-term investment horizon
Contact
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