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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-02 |
| UT | RA | APPROVED | 2025-12-02 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
2001 Kirby Drive Suite 400, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | New York | NY | 11/2000 | 10/2025 |
| Alliance Capital Management Lp | New York | NY | 10/2000 | 10/2025 |
| Cresset Asset Management, Llc | Houston | TX | 11/2025 | Present |
Ellington Family Partners, LLC; 2702 Douglas Dr. San Angelo, TX 76904; non-investment related; Since 01/2012; Partner; real estate investment property; 1-5 hours per year which may occur during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-17 |
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