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| Cresset Asset Management LLC
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| CRD # | 288566 |
| SEC # | 801-110753 |
| CIK # | |
| AUM | 78.94 B (2026-05-21) |
| Employees | 496 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-429-2400 |
| Address | 444 W Lake Street Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Direct Investors Fund LLC - Series BR-VI | [2026-03-27] | 76.7 M | 0.0 M |
| Filed 2025-09-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Direct Investors Fund LLC - Series BR-VI TE | [2026-03-27] | 11.5 M | 0.0 M |
| Filed 2025-09-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Direct Investors Fund LLC - Series CLO III | [2026-03-27] | 36.6 M | 9.5 M |
| Filed 2025-03-20 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Direct Investors Fund LLC - Series CLO TE III | [2026-03-27] | 2.5 M | 1.3 M |
| Filed 2025-03-20 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Private Equity 2025 Fund LP | [2026-03-27] | 8.0 M | 1.5 M |
| Filed 2025-01-31 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Private Equity - Le VII LP | [2026-03-27] | ||
| Filed 2025-11-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Cresset Private Markets LLC-Series 11 | [2025-03-28] | 14.5 M | 8.6 M |
| Filed 2025-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Cresset Private Markets LLC-Series 12 | [2025-03-28] | 18.7 M | 6.8 M |
| Filed 2025-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Cresset Private Markets LLC-Series 14 | [2025-03-28] | 92.4 M | 14.5 M |
| Filed 2024-07-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Cresset Private Markets LLC-Series 15 | [2025-03-28] | 73.3 M | 47.1 M |
| Filed 2024-08-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,079 | 0.2 |
| (b) Individuals (high net worth individuals) | 3,667 | 69.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 145 | 8.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 17 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 32,894 | 78.9 |
| By Discretionary | ||
| Discretionary | 31,788 | 77.2 |
| Non-Discretionary | 1,106 | 1.8 |
| Total | 32,894 | 78.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 78.9 | |
| Total | 32,894 | 78.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Roger Hanson | Director | 255 | 86 | |
| Kevin Phillip | Director | 194 | 39 | |
| Claris Ruwende | Director | 41 | 16 | |
| Michael Stanton | Executive Officer | 373 | 10 | |
| iCapital Pe GP LLC | Promoter | 551 | 9 | |
| Charles Moore | Director | 78 | 7 | |
| Max Schwartz | Executive Officer | 224 | 5 | |
| Robert Speyer | Executive Officer | 119 | 5 | |
| Paul Galiano | Executive Officer | 109 | 5 | |
| Michael Benner | Executive Officer | 106 | 5 | |
| Victor Cuciniello | Executive Officer | 91 | 5 | |
| James Conn SR | Director | 53 | 5 | |
| Paul Gardner | Director | 16 | 5 | |
| Elizabeth Monroe | Director | 11 | 5 | |
| Justin Lioi | Executive Officer | 302 | 4 | |
| Jerry Speyer | Executive Officer | 101 | 4 | |
| Joseph Doran | Executive Officer | 72 | 4 | |
| Eric Becker | Executive Officer | 65 | 4 | |
| Avy Stein | Executive Officer | 55 | 4 | |
| James Longinotti | Executive Officer | 48 | 4 | |
| M Bryant | Director, Executive Officer | 47 | 4 | |
| Craig Jorasch | Director | 45 | 4 | |
| Robert McClain | Executive Officer | 44 | 4 | |
| Carlos Rainwater | Executive Officer | 37 | 4 | |
| J Carter | Executive Officer | 24 | 4 | |
| Anne Raymond | Director, Executive Officer | 24 | 4 | |
| Daniel Feeney | Executive Officer | 18 | 4 | |
| Ben Doherty | Executive Officer | 15 | 4 | |
| Kenneth Valach | Executive Officer | 4 | 4 | |
| Vincent Colabianchi | Executive Officer | 145 | 3 | |
| Michael Silverman | Director, Executive Officer | 45 | 3 | |
| William Rudnick | Executive Officer | 45 | 3 | |
| Chris Fraioli | Director | 31 | 3 | |
| Kirk Rimer | Director, Executive Officer | 25 | 3 | |
| Diane Tobin | Executive Officer | 23 | 3 | |
| Jared Johnson | Executive Officer | 20 | 3 | |
| CH Investment Partners LLC | Executive Officer | 20 | 3 | |
| Cresset Partners LLC | Executive Officer | 18 | 3 | |
| Jocelyn Henkensiefken | Executive Officer | 18 | 3 | |
| I35 Advisors Inc | Director, Executive Officer | 16 | 3 | |
| Julie Lurie | Director | 16 | 3 | |
| Heather Goodman | Director, Executive Officer | 15 | 3 | |
| Crow Holdings Capital Partners LLC | Executive Officer | 15 | 3 | |
| David Mills | Executive Officer | 12 | 3 | |
| Tammy Harp | Executive Officer | 9 | 3 | |
| Oak Lawn Capital Advisors Inc | Executive Officer | 9 | 3 | |
| Oak Lawn Direct Investors GP LLC | Director, Promoter | 9 | 3 | |
| Jonathon Juracek | Executive Officer | 8 | 3 | |
| Kevin Mawhinney | Executive Officer | 8 | 3 | |
| James Danforth | Executive Officer | 7 | 3 | |
| Robert Roskoph | Director | 5 | 3 | |
| Kevin Sedwick | Executive Officer | 5 | 3 | |
| Ashish Malhotra | Executive Officer | 4 | 3 | |
| Cresset Fund Investment Management Services LLC | Director, Executive Officer | 26 | 2 | |
| Charles Maxwell | Executive Officer | 23 | 2 | |
| True Ventures Management Company LLC | Director, Executive Officer | 21 | 2 | |
| iCapital Pe GP LLC | Promoter | 19 | 2 | |
| Cresset Asset Management LLC | Director, Executive Officer | 14 | 2 | |
| Cresset Bca Fund Management Services LLC | Executive Officer | 11 | 2 | |
| Jed Johnson | Executive Officer | 10 | 2 | |
| Ben Bates | Director, Executive Officer | 10 | 2 | |
| Meristem Llp | Director, Promoter | 8 | 2 | |
| Patrick Regan | Executive Officer | 7 | 2 | |
| Doug Raetz | Director, Executive Officer | 7 | 2 | |
| Cresset Control Corporation | Director, Executive Officer | 7 | 2 | |
| A Delaware Corporation Cresset Control Corporation | Executive Officer | 6 | 2 | |
| A Delaware Limited Liability Company Cresset Asset Management LLC | Executive Officer | 6 | 2 | |
| Tcmv LLC | Director | 5 | 2 | |
| None True Ventures Management Company LLC | Executive Officer | 4 | 2 | |
| NA True Ventures Management Company LLC | Director | 4 | 2 | |
| I35 Advisers Inc | Director, Executive Officer | 4 | 2 | |
| Stuart Jones | Executive Officer | 4 | 2 | |
| A Delaware Limited Liability Company Cresset Fund Investment Management Services LLC | Executive Officer | 3 | 2 | |
| Sarah Adams | Executive Officer | 3 | 2 | |
| Christopher Bafo | Executive Officer | 3 | 2 | |
| Chc Private Equity GP LLC | Director | 2 | 2 | |
| James Longinottij | Executive Officer | 2 | 2 | |
| Tcmv LLC Tcmv LLC | Director | 2 | 2 | |
| Berman Capital Advisors LLC | Executive Officer | 10 | 1 | |
| Meristem Family Wealth LLC | Director, Executive Officer | 9 | 1 | |
| Jon Crow | Executive Officer | 7 | 1 | |
| Douglas Raetz | Executive Officer | 7 | 1 | |
| Andrew Ohman | Executive Officer | 6 | 1 | |
| James Robbins | Executive Officer | 5 | 1 | |
| Cresset Chip Private Equity GP LLC | Director | 4 | 1 | |
| Oak Lawn Direct Investment Fund GP LLC | Director, Executive Officer | 4 | 1 | |
| Noel Goudreau | Executive Officer | 3 | 1 | |
| Phillip Ecob | Executive Officer | 3 | 1 | |
| Benjamin Bates | Executive Officer | 3 | 1 | |
| Oak Lawn Private Equity GP LLC | Director | 3 | 1 | |
| Karin Blair | Executive Officer | 3 | 1 | |
| Charles Maxwell Jr | Executive Officer | 2 | 1 | |
| 135 Advisors Inc | Executive Officer | 2 | 1 | |
| John Trampe | Executive Officer | 2 | 1 | |
| Tcre Sponsor Management I LLC | Executive Officer | 1 | 1 | |
| True Capital Strategic Income Management LLC NA | Director | 1 | 1 | |
| True Capital Real Estate Management III LLC | Director | 1 | 1 | |
| True DC Waldorf Partners Management I LLC | Director | 1 | 1 | |
| Chcp Global Securities GP LLC | Director | 1 | 1 | |
| True Capital Real Estate Management V LLC | Director | 1 | 1 | |
| Oak Lawn Value Managers Inc | Director | 1 | 1 | |
| None Cresset Partners LLC | Executive Officer | 1 | 1 | |
| Chcp Private Equity 2013 GP LLC | Director | 1 | 1 | |
| A Delaware Limited Liability Company Private Equity Le VII GP LLC | Executive Officer | 1 | 1 | |
| SF 7X7 Management LLC | Director | 1 | 1 | |
| True Capital Real Estate Management VI LLC | Director | 1 | 1 | |
| Cresset Bca Fund Management Services | Executive Officer | 1 | 1 | |
| True Capital Real Estate Management IV LLC | Director | 1 | 1 | |
| Cresset Bca Fund Investment Management Services LLC | Executive Officer | 1 | 1 | |
| True Ventures Management Company LLC NA | Director | 1 | 1 | |
| Berman Capital Advisors Fund GP LLC | Executive Officer | 1 | 1 | |
| Carter Dodge | Executive Officer | 1 | 1 | |
| Guanhua Puah | Director | 1 | 1 | |
| Oak Lawn Global Securities GP LLC | Director | 1 | 1 | |
| True Capital Ventures III Management LLC | Director | 1 | 1 | |
| Company LLC True Ventures Management | Executive Officer | 1 | 1 | |
| Chcp Private Equity 2011 GP LLC | Director | 1 | 1 | |
| Cresset Bca Fund Management LLC | Executive Officer | 1 | 1 | |
| Chcp Value Managers Offshore Inc | Director | 1 | 1 | |
| Chcp Direct Investors GP LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 13 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 254900J4UOSJJ3SDOC68 |
| Related People Network |
|---|
| 63 people file Form D offerings alongside this firm's people, tied to 13 other firms through shared filers. |
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