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Cresset Asset Management, LLC CRD 288566
$78.9B regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-20 |
| OK | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED | 2025-02-20 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
3953 Maple Avenue Suite 250, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crow Holdings Capital Partners, L.L.C. | Dallas | TX | 01/2011 | 11/2019 |
| Ch Investment Partners | Dallas | TX | 11/2019 | 10/2024 |
| Cresset Asset Management, Llc | Chicago | IL | 11/2024 | 08/2025 |
| Cresset Asset Management, Llc | Chicago | IL | 08/2025 | Present |
1) Children's Health System of Texas; investment-related; 1935 Medical District Dr. Dallas, TX 75235; Director, Board Member, Chair of the Investment Committee, and Member of the Real Estate Committee; as of 09/2013; 1-5 hours per month which may occur during securities trading hours. 2) The Thomas Jefferson Foundation; investment-related; P.O. Box 316 Charlottesville, VA 22902; Board Member and Chair of Investment Committee; as of 01/2025; 1-5 hours per month which may occur during securities trading hours. 3) The Notre Drame of Dallas Schools Foundation Inc.; investment-related; 2018 Allen Street Dallas, TX 75204; Trustee; as of 01/2009; 1-5 hours per month which may occur during securities trading hours; oversight of Endowment investments and spending.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-19 |
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