Cherokee & Walker Management

Cherokee & Walker Management, LLC is a private investment firm established in 1999, managing investments across various sectors such as business ventures, real estate, and debt financing. The firm operates proprietary Pooled Investment Vehicles (PIVs) to accept capital from qualified clients. Management services are provided for four PIVs: CW Fund II, RBC II, RBC III, and RBC IV, focusing on real estate and lending-oriented transactions. Cherokee & Walker charges a .167% per month management fee for supervisory services and a 20% performance fee on distributed profits. The firm emphasizes the interests of the PIVs and overall performance, with investments being illiquid and exempt from public trading. Clients are accredited investors, and the firm exercises investment discretion within PIV guidelines. The firm's Managing Directors, Shane Peery and J. Blair Jenkins, have backgrounds in accounting and real estate development, respectively. They are involved in various outside businesses related to construction, real estate development, and property management. The firm maintains a Code of Ethics to ensure ethical standards and supervisory structures to prevent violations of securities laws. Ryan Spencer, the Director of Lending, oversees the lending activities and is a member of an artificial turf business. The firm does not have any disciplinary events and provides detailed financial information and disclosures for client transparency.