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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-25 |
| NY | RA | APPROVED | 2026-06-25 |
| TX | RA | APPROVED | 2026-06-25 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
2029 Century Park East Suite 1780, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dnb Markets, Inc. | New York | NY | 05/2014 | 06/2024 |
| Lazard Asset Management Llc | New York | NY | 06/2024 | 06/2026 |
| Cresset Asset Management, Llc | Los Angeles | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-10 |
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