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Amy Elizabeth Macleod

Cresset Asset Management, LLC

Chicago, IL

Santa Barbara, CA

CRD 5658258

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Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2025-10-17
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2025-10-17

Branch Locations

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

120 East De La Guerra Street Suite 1, Santa Barbara, CA 93101 • 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
Manchester Capital Management Llc Santa Barbara CA 06/2008 10/2021
Cresset Asset Management, Llc Santa Barbara CA 10/2021 Present
Previous Registrations
Other Businesses

1. Partial Owner; Kinevan Ranch, LLC; Approximately 1-5 hours spent per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-07-09
  • S65 Uniform Investment Adviser Law Examination
    2009-07-09
Other Names
  • Amy Elizabeth Gresh
  • Amy Elizabeth Macleod

View on SEC IAPD

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Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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