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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 2024-11-21
  • TX RA
    APPROVED
    Since 2024-11-21

Branch Locations

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

3953 Maple Ave 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 Investment Partners Dallas TX 02/2016 10/2019
Ch Investment Partners Dallas TX 11/2019 10/2024
Cresset Asset Management, Llc Chicago IL 11/2024 Present
  • 02/2016 → 10/2019
    Crow Holdings Capital Investment Partners
    Dallas, TX
  • 11/2019 → 10/2024
    Ch Investment Partners
    Dallas, TX
  • 11/2024 → Present
    Chicago, IL
Previous Registrations
  • 2013-03-05 → 2014-06-16
    Wintrust Investments Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-20
S66 Uniform Combined State Law Examination 2013-03-04
  • S65 Uniform Investment Adviser Law Examination
    2024-11-20
  • S66 Uniform Combined State Law Examination
    2013-03-04

View on SEC IAPD

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