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Michael Richard Silverman

Cresset Asset Management, LLC

Chicago, IL

Dallas, TX

CRD 5941447

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Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-02-20
OK RA APPROVED 2025-02-20
TX RA APPROVED 2025-02-20
  • NC RA
    APPROVED
    Since 2025-02-20
  • OK RA
    APPROVED
    Since 2025-02-20
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-19
  • S65 Uniform Investment Adviser Law Examination
    2025-02-19

View on SEC IAPD

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