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Patrick Hejlik

Cresset Asset Management, LLC

San Francisco, CA

Chicago, IL

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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2024-04-19
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2024-04-19

Branch Locations

101 California Street Suite 4200, San Francisco, CA 94111 • 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
OrganizationCityStateFromTo
Fourth Quadrant Asset Management Llc Danville CA 05/2010 12/2016
First Republic Securities Company, Llc San Francisco CA 07/2017 09/2023
First Republic Investment Management, Inc. San Francisco CA 12/2015 04/2024
Jp Morgan Chase Bank, N.A. San Francisco CA 09/2023 04/2024
Cresset Asset Management, Llc Chicago IL 04/2024 Present
  • 05/2010 → 12/2016
    Fourth Quadrant Asset Management Llc
    Danville, CA
  • 07/2017 → 09/2023
    First Republic Securities Company, Llc
    San Francisco, CA
  • 12/2015 → 04/2024
    First Republic Investment Management, Inc.
    San Francisco, CA
  • 09/2023 → 04/2024
    Jp Morgan Chase Bank, N.A.
    San Francisco, CA
  • 04/2024 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-26
  • S66 Uniform Combined State Law Examination
    2007-01-26
Other Names
  • Patrick W Hejlik

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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