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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 |
| CA | RA | APPROVED | 2024-09-20 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
2500 Sand Hill Road Suite 110, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Menlo Park | CA | 05/2022 | 04/2023 |
| First Republic Investment Management, Inc | Menlo Park | CA | 02/2019 | 04/2023 |
| Evidation Health | San Francisco | CA | 04/2018 | 01/2019 |
| Full Time Education | Stanford | CA | 08/2016 | 03/2018 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-29 |
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