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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 | 2025-10-28 |
| UT | RA | APPROVED | 2025-10-28 |
Branch Locations
2001 Kirby Drive Suite 400, Houston, TX 77019 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salient Partners, L.P. | Houston | TX | 10/2009 | 04/2019 |
| Salient Capital, L.P. | Houston | TX | 10/2009 | 04/2019 |
| Salient Capital Advisors, Llc | Houston | TX | 04/2011 | 04/2019 |
| Sanford C. Bernstein & Co., Llc. | Houston | TX | 05/2019 | 10/2025 |
| Cresset Asset Management, Llc | Chicago | IL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-10 |
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