William Wesley Mcmahan

Current Employers

Cresset Asset Management, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-07

TX RA
APPROVED

Since 2025-01-07

Branch Locations

3953 Maple Ave. Suite 250, Dallas, TX 75219 • 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

Organization	City	State	From	To
Crow Holdings	Dallas	TX	04/1994	06/2020
Ch Investment Partners	Dallas	TX	06/2020	10/2024
Cresset Asset Management, Llc	Chicago	IL	11/2024	Present

04/1994 → 06/2020

Crow Holdings

Dallas, TX
06/2020 → 10/2024

Ch Investment Partners

Dallas, TX
11/2024 → Present

Cresset Asset Management, Llc

Chicago, IL

Other Businesses

Catmontu Insurance Company, Ltd.; non-investment related; 3819 Maple Ave. Dallas, TX 75219; Director; as of 02-2002; 1-5 hours per month, none of which are during securities trading hours; oversees wind down and liquidation of entity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-07
S63	Uniform Securities Agent State Law Examination	1992-11-10

S65 Uniform Investment Adviser Law Examination

2025-01-07
S63 Uniform Securities Agent State Law Examination

1992-11-10

View on SEC IAPD

Current Employers

Cresset Asset Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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