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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 | 2025-12-19 |
| NY | RA | APPROVED | 2023-08-10 |
| CT | RA | APPROVED | 2023-05-18 |
Branch Locations
88 Field Point Road Suite 102, Greenwich, CT 06830 • United States
565 5Th Avenue 27Th Floor, New York, NY 10017 • 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 |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | New York | NY | 08/2018 | 04/2023 |
| First Republic Securities Company, Llc | New York | NY | 08/2018 | 04/2023 |
| Ubs Financial Services, Inc. | Florham Park | NJ | 07/2015 | 08/2018 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-21 |
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