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Alexander John Lytle

Cresset Asset Management, LLC

Greenwich, CT

New York, NY

Chicago, IL

CRD 7635892

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Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-07-28
CT RA APPROVED 2023-05-12
  • NY RA
    APPROVED
    Since 2023-07-28
  • CT RA
    APPROVED
    Since 2023-05-12

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Investment Management, Inc. Greenwich CT 08/2022 04/2023
Canterbury School New Milford CT 08/2014 06/2018
Fairfield University Fairfield CT 08/2018 07/2022
Cresset Asset Management, Llc Chicago IL 04/2023 Present
  • 08/2022 → 04/2023
    First Republic Investment Management, Inc.
    Greenwich, CT
  • 08/2014 → 06/2018
    Canterbury School
    New Milford, CT
  • 08/2018 → 07/2022
    Fairfield University
    Fairfield, CT
  • 04/2023 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Previous Registrations
  • 2022-09-19 → 2023-05-16
    J.P. Morgan Private Wealth Advisors Llc
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-10
  • S65 Uniform Investment Adviser Law Examination
    2022-06-10
Other Names
  • Alex Lytle

View on SEC IAPD

Nearby Firms

PARSIFAL CAPITAL MANAGEMENT, LP
MARCH ALTUS CAPITAL MANAGEMENT LP
BRX GLOBAL

Nearby Investors

JOSE ANTONIO MORALES
Ignacio Mendive
KEVIN M NICHOLS

Nearby Offices

PARSIFAL CAPITAL MANAGEMENT, LP · GREENWICH, CT
MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT

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