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CFO Management, LLC

Private fund marketer or placement agent · 23 private funds on SEC Form ADV

Advisers' Form ADV filings name CFO Management, LLC as marketer or placement agent to 23 private funds. It ranks No. 161 of 775 marketers and placement agents by number of private funds served.

Rankings

Funds served, by type

  • Private equity funds23

Where its clients are

State of the funds' U.S. advisers.

  • Colorado23

Where the funds are organized

  • United States23

Private funds that name CFO Management, LLC (16 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
Bear Creek Warehouse, LLC - Park Creek
Delaware, United StatesPrivate equity fund
Gross assets$55.0M
Minimum$30K
Owners54
AdviserBear Creek Asset Management, LLC
Bear Creek Warehouse, LLC - Goca
Delaware, United StatesPrivate equity fund
Gross assets$25.5M
Minimum$15K
Owners40
AdviserBear Creek Asset Management, LLC
BC Bridge Debt Warehouse II, LLC - Fund 3.0
Colorado, United StatesPrivate equity fund
Gross assets$16.1M
Minimum$50K
Owners25
AdviserBear Creek Asset Management, LLC
Bear Creek Debt Warehouse, LLC - Emet-Southgate
Colorado, United StatesPrivate equity fund
Gross assets$15.0M
Minimum$50K
Owners21
AdviserBear Creek Asset Management, LLC
Bear Creek Warehouse, LLC - Midtown 2022
Delaware, United StatesPrivate equity fund
Gross assets$12.2M
Minimum$50K
Owners29
AdviserBear Creek Asset Management, LLC
Bear Creek Debt Warehouse, LLC - Midtown 2022
Colorado, United StatesPrivate equity fund
Gross assets$12.0M
Minimum$500K
Owners8
AdviserBear Creek Asset Management, LLC
Bear Creek Warehouse, LLC - Goca II
Delaware, United StatesPrivate equity fund
Gross assets$9.8M
Minimum$20K
Owners33
AdviserBear Creek Asset Management, LLC
BC Schoolhouse Investors, LLC - Charter 35
Colorado, United StatesPrivate equity fund
Gross assets$9.0M
Minimum$75K
Owners19
AdviserBear Creek Asset Management, LLC
BC Schoolhouse Investors, LLC - Lexington
Colorado, United StatesPrivate equity fund
Gross assets$4.9M
Minimum$50K
Owners18
AdviserBear Creek Asset Management, LLC
Bear Creek Debt Warehouse, LLC - Rii - Dii
Colorado, United StatesPrivate equity fund
Gross assets$2.9M
Minimum$500K
Owners4
AdviserBear Creek Asset Management, LLC
Bear Creek Debt Warehouse, LLC - Highpointe II
Colorado, United StatesPrivate equity fund
Gross assets$2.6M
Minimum$500K
Owners4
AdviserBear Creek Asset Management, LLC
Bear Creek Debt Warehouse, LLC - Twin Buttes
Colorado, United StatesPrivate equity fund
Gross assets$1.8M
Minimum$132K
Owners6
AdviserBear Creek Asset Management, LLC
Bear Creek Warehouse, LLC - McComb
Delaware, United StatesPrivate equity fund
Gross assets$1.5M
Minimum$50K
Owners7
AdviserBear Creek Asset Management, LLC
Bear Creek Debt Warehouse, LLC - Lincoln Station
Colorado, United StatesPrivate equity fund
Gross assets$1.3M
Minimum$1.9M
Owners2
AdviserBear Creek Asset Management, LLC
BCTH Investors, LLC
Colorado, United StatesPrivate equity fund
Gross assets$0
Minimum$50K
Owners24
AdviserBear Creek Asset Management, LLC
BC Bridge Debt Warehouse II, LLC - Multi-Family
Colorado, United StatesPrivate equity fund
Gross assets$0
Minimum$50K
Owners22
AdviserBear Creek Asset Management, LLC

7 more funds name CFO Management, LLC: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.

Names as filed

CFO Management, LLC

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.