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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-05 |
| TX | RA | APPROVED_RES | 2021-10-01 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berman Capital Advisors, Llc | Atlanta | GA | 10/2010 | 10/2021 |
| Cresset Asset Management, Llc | Atlanta | GA | 10/2021 | Present |
Astral Brands; non-investment related; 6120 Powers Ferry Rd, #300 Atlanta, GA 30339; Health and beauty company; Board Member; as of 02/2024; approximately 1-5 hours per month, some of which may occur during securities trading hours; attend quarterly board meetings. Obsidian Consulting, LLC; non-investment related; Nevada LLC serving as trustee for a client trust account; Member; as of 02/2024; approximately 1-5 hours per month, some of which may occur during securities trading hours; general administrative and fiduciary services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-22 |
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