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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-21
GA RA APPROVED 2021-10-05
  • TX RA
    APPROVED_RES
    Since 2024-02-21
  • GA RA
    APPROVED
    Since 2021-10-05

Branch Locations

3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • 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
Berman Capital Advisors, Llc Atlanta GA 10/2011 10/2021
Grapevine Partners, Llc Atlanta GA 03/2001 12/2020
Cresset Asset Management, Llc Atlanta GA 10/2021 Present
  • 10/2011 → 10/2021
    Berman Capital Advisors, Llc
    Atlanta, GA
  • 03/2001 → 12/2020
    Grapevine Partners, Llc
    Atlanta, GA
  • 10/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2015-07-09 → 2021-10-19
    Berman Capital Advisors, Llc
    Atlanta, GA
Other Businesses

1.) Epstein School Foundation; investment related; 335 Colewood Way NW, Sandy Springs, GA 30328; foundation in support of the Epstein School; President; Start date: June 2025; 1-5 hours per month, some of which may occur during securities trading hours. 2.) Epstein School/Epstein School Foundation; investment related; 335 Colewood Way NW, Sandy Springs, GA 30328; Jewish community day school/foundation in support of the Epstein School; Chair of Investment Committee; June 2025; 1-5 hours per month, some of which may occur during securities trading hours. 3.) Epstein School/Epstein School Foundation; investment related; 335 Colewood Way NW, Sandy Springs, GA 30328; Jewish community day school/foundation in support of the Epstein School; Member of Finance Committee; June 2025; 1-5 hours per month, some of which may occur during securities trading hours. 4.) As of 08/2020, Ms. Asrael serves as Trust Protector for certain Cresset Clients where she reviews quarterly account statements and suitability of current trustee. This endeavor is not investment related. Ms. Asrael devotes 1-5 hours per month in this capacity, some of which may occur during securities trading hours. 5.) Hillels of Georgia; investment related; 1100 Spring St NW #810 Atlanta, GA 30309; organization supporting Jewish students in colleges/universities throughout Georgia; Member of Endowment Committee; Start date: 06/2022; 1-5 hours per month, some of which may occur during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-27
  • S65 Uniform Investment Adviser Law Examination
    2015-06-27
Other Names
  • Jill Brodie Asreal
  • Jill Amy Brodie

View on SEC IAPD

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