{"schemaVersion":"1.0","matched":true,"query":{"name":"Cherry Bekaert Advisory LLC","city":null},"permalink":"https://whoowns.cashpaymed.org/record/cherry-bekaert-advisory-llc","record":{"id":"cherry-bekaert-advisory-llc","name":"Cherry Bekaert Advisory LLC","descriptor":"Non-attest tax and business advisory company; exact legal-entity boundary","checked":"October 21, 2026","peStatus":"confirmed","statusLabel":"Current private-equity involvement confirmed","statusDetail":"The current ownership chain includes Parthenon Capital as an investor. The cited evidence does not establish control.","alternatives":[],"chain":[{"role":"Business","entity":"Cherry Bekaert Advisory LLC","detail":"Non-attest tax and business advisory company; exact legal-entity boundary"},{"role":"Private-equity investor","entity":"Parthenon Capital","detail":"Parthenon Capital's current portfolio lists Cherry Bekaert as Active. The June 30, 2022 company announcement identifies the investment in business advisory practices and separately names Advisory LLC for non-attest services. Current legal disclosure distinguishes Advisory LLC from the attest LLP. This partial investor relationship does not establish a specific fund, ownership percentage, complete investor list, control or an investment in the attest LLP."}],"facts":[{"dimension":"Private-equity relationship","label":"PE-backed","statement":"The current ownership chain includes Parthenon Capital as an investor. The cited evidence does not establish control.","evidenceDate":"October 21, 2026","sources":[{"label":"Current Parthenon representative-investments roster lists Cherry Bekaert as Active","url":"https://www.parthenoncapital.com/representative-investments/"}]},{"dimension":"Operating relationship","label":"Non-attest tax and business advisory company","statement":"Cherry Bekaert Advisory LLC only. Cherry Bekaert's June 30, 2022 announcement identifies Parthenon Capital's investment in the business advisory practices and separately names Advisory LLC for non-attest services. Parthenon's current representative-investments roster lists Cherry Bekaert as Active. Current firm disclosure distinguishes Advisory LLC and its subsidiaries from Cherry Bekaert LLP, the licensed independent attest CPA firm, in an alternative practice structure. This is a partial advisory-company investor disclosure: fund vehicles, ownership percentages, complete investor list and control are not established. The investment is not assigned to the attest LLP. The brand currently advertises a Raleigh office at 3800 Glenwood Ave, Ste 200, Raleigh NC 27612, phone 919-782-1040, on its own Raleigh page; the exact legal office operator, professional registration, property title and local ownership applicability remain unverified. No physical office or metro-wide provider coverage is added. Sources: https://www.cbh.com/disclosure/ ; https://www.cbh.com/newsroom/cherry-bekaert-announces-strategic-investment-from-parthenon-capital/ ; https://www.parthenoncapital.com/representative-investments/ ; https://www.cbh.com/locations/cpa-accounting-firm-in-raleigh-nc/ .","evidenceDate":"October 21, 2026","sources":[{"label":"Current Cherry Bekaert firm disclosure distinguishes attest LLP and Advisory LLC","url":"https://www.cbh.com/disclosure/"}]},{"dimension":"Ownership form and scale","label":"Private-equity investment disclosed; full ownership and control unresolved","statement":"Reported scale: Company-level record; Raleigh office legal ownership unverified. Ownership form and geographic scale are shown separately.","evidenceDate":"October 21, 2026","sources":[{"label":"Current Cherry Bekaert firm disclosure distinguishes attest LLP and Advisory LLC","url":"https://www.cbh.com/disclosure/"}]}],"gap":"Cherry Bekaert Advisory LLC only. Cherry Bekaert's June 30, 2022 announcement identifies Parthenon Capital's investment in the business advisory practices and separately names Advisory LLC for non-attest services. Parthenon's current representative-investments roster lists Cherry Bekaert as Active. Current firm disclosure distinguishes Advisory LLC and its subsidiaries from Cherry Bekaert LLP, the licensed independent attest CPA firm, in an alternative practice structure. This is a partial advisory-company investor disclosure: fund vehicles, ownership percentages, complete investor list and control are not established. The investment is not assigned to the attest LLP. The brand currently advertises a Raleigh office at 3800 Glenwood Ave, Ste 200, Raleigh NC 27612, phone 919-782-1040, on its own Raleigh page; the exact legal office operator, professional registration, property title and local ownership applicability remain unverified. No physical office or metro-wide provider coverage is added. Sources: https://www.cbh.com/disclosure/ ; https://www.cbh.com/newsroom/cherry-bekaert-announces-strategic-investment-from-parthenon-capital/ ; https://www.parthenoncapital.com/representative-investments/ ; https://www.cbh.com/locations/cpa-accounting-firm-in-raleigh-nc/ ."},"matchScope":"entity-only","coverageWarning":null,"license":{"name":"Creative Commons Attribution 4.0 International","url":"https://creativecommons.org/licenses/by/4.0/","attribution":"WHO OWNS THIS? (https://whoowns.cashpaymed.org)"}}