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CRESSET ASSET MANAGEMENT, LLC
CRD 288566 · SEC 801-110753
444 W. LAKE STREET, SUITE 4700, CHICAGO, IL, 60606, United States
Phone
312-429-2400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$78.94B
Discretionary AUM
$77.15B
Team
496 total employees; 187 advisory reps; 13 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1079 | $156.4M |
| High net worth individuals | 3667 | $69.77B |
| Pooled investment vehicles | 145 | $7.98B |
| Charitable organizations | 17 | $440.9M |
| Corporations/business entities | 3 | $595.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/company/the-connable-office-inc/
- https://www.linkedin.com/company/cresset-capital/
- https://www.cressetcapital.com
- https://www.launch-generation.com/
- https://g.co/kgs/tXNbY4V
- https://g.co/kgs/8esTfNX
- https://g.co/kgs/17qbrkq
- https://g.co/kgs/wvujUds
- https://g.co/kgs/jzPD2Cc
- https://g.co/kgs/tJ1WpeF
- https://g.co/kgs/eSmwqXV
- https://g.co/kgs/uJgGJV2
- https://g.co/kgs/hMZ9mzz
- https://g.co/kgs/ApbBLEN
- https://g.co/kgs/7iCs5SU
- https://g.co/kgs/kMZvP32
- https://g.co/kgs/j5KfFMF
- https://g.co/kgs/SctXSjq
- https://g.co/kgs/SWHBDfK
- https://g.co/kgs/UqnCiM1
- https://g.co/kgs/c2kdRdH
- https://g.co/kgs/nSLJ1r5
- https://longgamebook.com/
- https://www.instagram.com/ericbeckerofficial/
- https://www.monticelloassociates.com/
- https://www.rfallp.com
- https://membershipprogram.cressetcapital.com/
- https://www.linkedin.com/company/meristemfamilywealth/
- https://www.linkedin.com/company/berman-capital-advisors-llc/
- https://x.com/Cresset_
- https://www.linkedin.com/company/monticello-associates/
- https://www.quora.com/profile/Cresset-2
- https://www.reddit.com/user/Cresset_wealth/
- https://g.co/kgs/R6JBe4g
- https://www.facebook.com/p/The-Connable-Office-Inc-100067332757442/?_rdr
- https://www.chinvestments.com/
- https://www.facebook.com/cressetcapital
- https://www.instagram.com/cressetwealth/
- https://www.linkedin.com/company/ch-investment-partners/
- https://www.linkedin.com/company/pagnatokarp/
- https://www.youtube.com/@cressetwealth
- https://bsky.app/profile/cressetcapital.com
- https://www.barrons.com/advisor/finder/cresset
- https://www.forbes.com/companies/cresset/
- https://www.linkedin.com/company/true-capital-management
Official SEC filing: View on IAPD