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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 | 2026-07-09 |
| GA | RA | APPROVED | 2026-02-09 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
3445 Peachtree Road Suite 1400, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Atlanta | GA | 06/2024 | 09/2025 |
| Unemployed | Atlanta | GA | 05/2024 | 06/2024 |
| Northeastern University | Boston | MA | 09/2023 | 05/2024 |
| Goldman Sachs | Atlanta | GA | 06/2023 | 08/2023 |
| Brown Advisory | Boston | MA | 01/2023 | 05/2023 |
| Northeastern University | Boston | MA | 09/2022 | 12/2022 |
| Goldman Sachs | New York | NY | 01/2022 | 07/2022 |
| Northeastern University | Boston | MA | 09/2020 | 12/2021 |
| Costco Wholesale | Alpharetta | GA | 11/2020 | 08/2021 |
| North Springs High School | Sandy Springs | GA | 08/2016 | 05/2018 |
| The Weber School | Sandy Springs | GA | 08/2018 | 05/2020 |
| In The City Camps | Atlanta | GA | 05/2018 | 07/2019 |
| Unemployed | Atlanta | GA | 05/2020 | 08/2020 |
| Cresset Asset Management, Llc | Atlanta | GA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-20 |
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