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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_RES | 2025-10-17 |
| IL | RA | APPROVED | 2024-05-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Unemployed | Arlington Heights | IL | 06/2018 | 12/2018 |
| Depaul University | Chicago | IL | 09/2014 | 06/2018 |
| Northern Trust Corporation | Barrington | IL | 12/2018 | 11/2021 |
| Bbr Partners, Llc | Chicago | IL | 11/2021 | 05/2024 |
| Cresset Asset Management, Llc | Chicago | IL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-19 |
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