Cresset Asset Management, Llc
SEC-registered
Multi-Family Office · Large ($10B–$100B)
CRD 288566
· SEC file 801-110753
· Chicago, IL
· www.linkedin.com
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ADV data as of May 21, 2026
- Regulatory AUM
- $78.9B
- Discretionary
- $77.2B
- Clients
- 4,911
- Avg AUM / client
- $16.1M
- Accounts
- 32,894
- Employees
- 496
AUM over time
$0
$78.9B
Jun 2017
May 2026
Annual snapshots from Form ADV filings · as of May 21, 2026
Asset allocation (SMA assets by investment type)
as of May 21, 2026
Exchange-traded equities
$23.7B
30%
Registered investment companies (funds/ETFs)
$23.7B
30%
Cash & equivalents
$8.7B
11%
Pooled investment vehicles
$7.9B
10%
State & local bonds
$7.1B
9%
US government & agency bonds
$4.7B
6%
Investment-grade corporate bonds
$1.6B
2%
Other
$1.6B
2%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,079 | $156M | 0.2% |
| High net worth individuals | 3,667 | $69.8B | 88.4% |
| Pooled investment vehicles (non-investment companies) | 145 | $8.0B | 10.1% |
| Charitable organizations | 17 | $441M | 0.56% |
| Corporations and other businesses | 3 | $596M | 0.75% |
Private funds (16)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $91.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cypress Domestic Equity Low Vol Ii, L.P. | Hedge Fund | California | $16.3M | 25 |
| Cypress Real Estate Funds Ii, Lp | Real Estate Fund | Delaware | $13.0M | 55 |
| Cypress Domestic Equity Low Vol, Lp | Hedge Fund | California | $10.8M | 15 |
| Cypress Real Estate Income Fund 2015, L.P. | Real Estate Fund | California | $8.3M | 38 |
| Cypress Core Real Estate Fund, Lp | Real Estate Fund | California | $8.0M | 35 |
| Cypress Real Estate Opportunity Fund 2012, L.P. | Real Estate Fund | California | $6.7M | 59 |
| Cypress Global Hedged Equity, Lp | Hedge Fund | California | $6.5M | 15 |
| Cypress Venture Capital Fund, L.P. | Venture Capital Fund | California | $6.2M | 19 |
| Cypress Real Estate Funds, L.P. | Real Estate Fund | California | $6.2M | 59 |
| Cypress Investment Funds Ii, L.P. | Hedge Fund | California | $2.5M | 25 |
| Cypress Real Estate Partners Ii, L.P. | Real Estate Fund | California | $2.0M | 21 |
| Cypress Real Estate Income Fund 2012, L.P. | Real Estate Fund | California | $1.8M | 56 |
| Cypress Technology Partners, L.P. | Hedge Fund | California | $1.1M | 11 |
| Cypress Alternative Funds, L.P. | Private Equity Fund | California | $986K | 16 |
| Cypress Debt Investment Funds, Lp | Hedge Fund | California | $459K | 44 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wsgr 401(k) And Profit Sharing Plan Wilson Sonsini Goodrich & Rosati, Pc | 2024 |
People (205)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jack Alan Ablin | Chief Investment Officer & Founding Partner | CFA | Mar 2018 (8y) | Less than 5% |
| Rudnick, William, Alan | Executive Managing Director, Chief Legal Officer | May 2018 (8y) | Less than 5% | |
| Regan, Douglas, Patrick | Founding Partner & Co Chairman | Jan 2019 (8y) | Less than 5% | |
| Costabile, Michael | Executive Managing Director, Chief Financial Officer | Oct 2019 (7y) | Less than 5% | |
| Malkin, Jessica, Gale | Executive Managing Director, Chief Growth Officer | Jan 2020 (7y) | Less than 5% | |
| Paul Eric Tramontano | Board Of Directors | Apr 2023 (3y) | Less than 5% | |
| Amboian, John, Peter | Board Of Directors | Dec 2023 (3y) | Less than 5% | |
| Becker, Eric, David | Board Of Directors | Dec 2023 (3y) | Less than 5% | |
| Shattuck, Mayo, A | Board Of Directors | Dec 2023 (3y) | Less than 5% | |
| Stein, Avy, Howard | Board Of Directors | Dec 2023 (3y) | Less than 5% | |
| Hamilton, Susan, Cranston | President & Chief Operating Officer | Apr 2024 (2y) | Less than 5% | |
| Hong, Amy | Executive Managing Director, Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Christopher John Demonte | Registered representative | CFA | Jan 2018 (9y) | |
| William Mark Buchband | Registered representative | CFA | Jan 2018 (9y) | |
| Matthew Jon Teich | Registered representative | CFP CFA | Feb 2018 (9y) | |
| Wonee Janet Dougherty | Registered representative | CFA | Feb 2018 (8y) | |
| Kimberly Nigel Dubord | Registered representative | Mar 2018 (8y) | ||
| Zachary Harrison Bindler | Registered representative | Jun 2018 (8y) | ||
| Patrick C Biladeau | Registered representative | Jul 2018 (8y) | ||
| Robert B Dunkin | Registered representative | Aug 2018 (8y) | ||
| John Thomas Schriver | Registered representative | CFA | Nov 2018 (8y) | |
| David D Jackson | Registered representative | Mar 2019 (7y) | ||
| Nathan Snodgrass | Registered representative | CFP CFA | Mar 2019 (7y) | |
| Sophie Angela Lee | Registered representative | CFP | May 2019 (7y) | |
| Richard Thomas Hall | Registered representative | Jun 2019 (7y) | ||
| Jason Patrickobrien Heckler | Registered representative | Jun 2019 (7y) | ||
| Blake Taylor Green | Registered representative | Jun 2019 (7y) | ||
| Lillian Vassilatos | Registered representative | Oct 2019 (7y) | ||
| Brooks Lee Hays Slate | Registered representative | CFA | Oct 2019 (7y) | |
| Michael David Pinckney | Registered representative | Nov 2019 (7y) | ||
| Patrick Duffy Dunton | Registered representative | CFP | Dec 2019 (7y) | |
| Shane William Harjes | Registered representative | Jan 2020 (7y) | ||
| Michael Andrew Mohr | Registered representative | CFA | Mar 2020 (6y) | |
| Sarah Simon | Registered representative | Mar 2020 (6y) | ||
| Elizabeth Barrett Lawther | Registered representative | CFA | Mar 2020 (6y) | |
| Amanda Rae Plonski | Registered representative | CFP | Jun 2020 (6y) | |
| Andrew James Woolridge | Registered representative | Jun 2020 (6y) | ||
| David William Karp | Registered representative | Jun 2020 (6y) | ||
| Lars Gunnar Okeson | Registered representative | Jun 2020 (6y) | ||
| Stephen Herman Berardi | Registered representative | CFA | Jun 2020 (6y) | |
| Isabel Katarzyna Chudzik | Registered representative | Jun 2020 (6y) | ||
| Stephen Peter Wathen | Registered representative | Jun 2020 (6y) | ||
| Maggie Shriver | Registered representative | Jun 2020 (6y) | ||
| Eric Henes Schoener | Registered representative | CFP | Jul 2020 (6y) | |
| Melissa Ann Long | Registered representative | Sep 2020 (6y) | ||
| Todd Alan Tautfest | Registered representative | Oct 2020 (6y) | ||
| Zachary Ambrose Kanicka | Registered representative | Jan 2021 (6y) | ||
| Joseph Hanley Sayers | Registered representative | Feb 2021 (5y) | ||
| Catherine Marie Ward | Registered representative | Feb 2021 (5y) | ||
| Joseph Stanley Falchek | Registered representative | CFP | May 2021 (5y) | |
| James Eugene Longinotti | Registered representative | CFP CFA | May 2021 (5y) | |
| Andrew Peter Preisendanz | Registered representative | May 2021 (5y) | ||
| Noel Marie Campbell | Registered representative | CFP | Jun 2021 (5y) | |
| Matthew Mark Delricco | Registered representative | CFA | Jul 2021 (5y) | |
| Vanessa Wattles Ramich | Registered representative | Jul 2021 (5y) | ||
| Daniel Biondi | Registered representative | CFA | Aug 2021 (5y) | |
| Joshua Ryan Togger | Registered representative | CFA | Aug 2021 (5y) | |
| Jacob N Schwinn | Registered representative | CFA | Aug 2021 (5y) | |
| Justin Berman | Registered representative | Oct 2021 (5y) | ||
| Wenyuan Tang Nottebohm | Registered representative | CFP | Oct 2021 (5y) | |
| Jill Brodie Asrael | Registered representative | Oct 2021 (5y) | ||
| Kelly Ann Downs | Registered representative | CFP | Oct 2021 (5y) | |
| Lacey Lynne Schoenbachler | Registered representative | Oct 2021 (5y) | ||
| Michelle Franco Trivers | Registered representative | Oct 2021 (5y) | ||
| Sarah Elizabeth Burney | Registered representative | Oct 2021 (5y) | ||
| Savannah Andersen | Registered representative | CFP | Oct 2021 (5y) | |
| Serina Awadalla | Registered representative | CFP | Oct 2021 (5y) | |
| Zach Elan Senft | Registered representative | Oct 2021 (5y) | ||
| Ryan Walker | Registered representative | CFA | Oct 2021 (5y) | |
| Jamie L. Wall | Registered representative | Oct 2021 (5y) | ||
| Kevin E. Mc Guire | Registered representative | Oct 2021 (5y) | ||
| Elizabeth Kytle Chandler | Registered representative | Nov 2021 (5y) | ||
| Thomas Carrier Mckeown | Registered representative | CFP CFA | Dec 2021 (5y) | |
| Christopher Hugh Georgopoulos | Registered representative | Jan 2022 (5y) | ||
| Karen Sotallaro | Registered representative | CFP | Mar 2022 (4y) | |
| Julian Turosienski | Registered representative | Mar 2022 (4y) | ||
| John Peter Hamilton Wattles | Registered representative | May 2022 (4y) | ||
| Andrew Alan Ohman | Registered representative | CFP | Jun 2022 (4y) | |
| Anne Catherine Novak | Registered representative | Personal Financial Specialist | Jun 2022 (4y) | |
| Brent Michael Meyer | Registered representative | CFP | Jun 2022 (4y) | |
| Charles Joseph Maxwell | Registered representative | CFP | Jun 2022 (4y) | |
| Camille Vukodinovich | Registered representative | CFP | Jun 2022 (4y) | |
| Daniel Steven Kambeitz | Registered representative | CFP | Jun 2022 (4y) | |
| Gregory Joseph Laughlin | Registered representative | Jun 2022 (4y) | ||
| James Michael Robbins | Registered representative | Jun 2022 (4y) | ||
| James Paul Sioris | Registered representative | Jun 2022 (4y) | ||
| Patrick Ryan Regan | Registered representative | CFA | Jun 2022 (4y) | |
| Patrick Spencer Siering | Registered representative | Jun 2022 (4y) | ||
| Phillip Jeffrey Strohm | Registered representative | Jun 2022 (4y) | ||
| Renay Helen Henderson | Registered representative | CFP | Jun 2022 (4y) | |
| Ryan Mark Siewert | Registered representative | CFP | Jun 2022 (4y) | |
| Thomas Charles Pell | Registered representative | Jun 2022 (4y) | ||
| David John Legus | Registered representative | Jun 2022 (4y) | ||
| Robert Anthony D'angelo | Registered representative | CFA | Jun 2022 (4y) | |
| Jon Kenneth Crow | Registered representative | Jun 2022 (4y) | ||
| Brendan Lawrence Hungerford | Registered representative | CFA | Jul 2022 (4y) | |
| Brett Jerome Greenspan | Registered representative | CFP CFA | Jul 2022 (4y) | |
| Mark Andrew Bendinelli | Registered representative | CFA | Aug 2022 (4y) | |
| Brett Christopher Cloe | Registered representative | CFP | Aug 2022 (4y) | |
| John Michael Klopfenstein | Registered representative | CFA | Nov 2022 (4y) | |
| John Michael Corral Sarabia | Registered representative | CFP | Nov 2022 (4y) | |
| Dimant Narendra Patel | Registered representative | CFA | Dec 2022 (4y) | |
| Kyle Jacob Kolb | Registered representative | CFP CFA | Mar 2023 (3y) | |
| Andrew Bloom Moel | Registered representative | Mar 2023 (3y) | ||
| Andrew O'connell | Registered representative | Apr 2023 (3y) | ||
| Angela Sarah Raitzin | Registered representative | CFP | Apr 2023 (3y) | |
| Darci M Hawkins | Registered representative | Apr 2023 (3y) | ||
| David Ralph Arizini | Registered representative | Apr 2023 (3y) | ||
| George Francis Boudria | Registered representative | Apr 2023 (3y) | ||
| Mark Thomas Mulvoy | Registered representative | Apr 2023 (3y) | ||
| Sam Katzman | Registered representative | Apr 2023 (3y) | ||
| Timothy Robert Ross | Registered representative | CFP CFA | Apr 2023 (3y) | |
| Jon Michael Goldstein | Registered representative | Apr 2023 (3y) | ||
| Douglas Scott Raetz | Registered representative | May 2023 (3y) | ||
| George Humberto Lujan | Registered representative | CFP | May 2023 (3y) | |
| Heather Katherine Goodman | Registered representative | May 2023 (3y) | ||
| Jacob Daniel Bond | Registered representative | CFP | May 2023 (3y) | |
| John Wilson Crowther | Registered representative | May 2023 (3y) | ||
| Christopher Dwight Stout | Registered representative | May 2023 (3y) | ||
| Gary Bret Fincher | Registered representative | May 2023 (3y) | ||
| Kenneth Joseph Sorosky | Registered representative | May 2023 (3y) | ||
| Alexander John Lytle | Registered representative | May 2023 (3y) | ||
| Maria Nicole Rogers | Registered representative | May 2023 (3y) | ||
| Christopher Craig Schlatter | Registered representative | May 2023 (3y) | ||
| John Mueller Crampton | Registered representative | CFP | May 2023 (3y) | |
| Deborah Jane Camillo | Registered representative | May 2023 (3y) | ||
| Joseph C Park | Registered representative | May 2023 (3y) | ||
| Jeffrey David Wiseman | Registered representative | Jun 2023 (3y) | ||
| Molly Kate Williams Stelmar | Registered representative | Jun 2023 (3y) | ||
| Erica Camille Berger | Registered representative | Aug 2023 (3y) | ||
| Micah Jon Miller | Registered representative | Aug 2023 (3y) | ||
| Marina Elizabeth Van Steen | Registered representative | Sep 2023 (3y) | ||
| Garrett Price Birnbaum | Registered representative | Sep 2023 (3y) | ||
| Robert Scott Politz | Registered representative | CFP | Sep 2023 (3y) | |
| Jeanne Marie Mcgannon | Registered representative | CFP | Oct 2023 (3y) | |
| Jon Marc Carrier | Registered representative | Oct 2023 (3y) | ||
| Rupert Hansford | Registered representative | CFA | Nov 2023 (3y) | |
| Andrew Huang | Registered representative | CFA | Apr 2024 (2y) | |
| Alana M Yokoyama | Registered representative | CFP | Apr 2024 (2y) | |
| Beatrice Rose Maidman | Registered representative | CFP | Apr 2024 (2y) | |
| Christopher Chase | Registered representative | Apr 2024 (2y) | ||
| Dagny Maidman | Registered representative | Apr 2024 (2y) | ||
| Erik Ralston | Registered representative | Apr 2024 (2y) | ||
| Patrick Hejlik | Registered representative | Apr 2024 (2y) | ||
| Steve Ching | Registered representative | Apr 2024 (2y) | ||
| Timur Zeinapur | Registered representative | Apr 2024 (2y) | ||
| Christopher S Fisher | Registered representative | Apr 2024 (2y) | ||
| Leslie Joan Cannon | Registered representative | CFP | May 2024 (2y) | |
| Marcel Myszewski | Registered representative | May 2024 (2y) | ||
| Lauren Poe Watson | Registered representative | CFP | Jun 2024 (2y) | |
| Michael Joseph Bruno | Registered representative | CFA | Jul 2024 (2y) | |
| Abigail Caso Holmes | Registered representative | CFP | Aug 2024 (2y) | |
| Christopher M Mortvedt | Registered representative | Sep 2024 (2y) | ||
| Lewis Simon Crosby | Registered representative | Sep 2024 (2y) | ||
| Corey Alexander Kelly | Registered representative | Sep 2024 (2y) | ||
| Varun Jain | Registered representative | Sep 2024 (2y) | ||
| Le Ann Shea | Registered representative | Nov 2024 (2y) | ||
| Wesley Gene Crane | Registered representative | Nov 2024 (2y) | ||
| Katherine Spencer Archer | Registered representative | Dec 2024 (2y) | ||
| Bradley John Stinn | Registered representative | Dec 2024 (2y) | ||
| Katherine Pyle | Registered representative | Dec 2024 (2y) | ||
| Dean Jackson | Registered representative | Dec 2024 (2y) | ||
| Nathan David Stoker | Registered representative | CFP | Jan 2025 (2y) | |
| Alexander Feyt Smith | Registered representative | Jan 2025 (2y) | ||
| William Wesley Mcmahan | Registered representative | Jan 2025 (2y) | ||
| Isabel Sepulveda Aguirre | Registered representative | CFP | Jan 2025 (2y) | |
| Michael Stephen Anderson | Registered representative | Jan 2025 (2y) | ||
| Kathleen Miller Gibson | Registered representative | Feb 2025 (1y) | ||
| Shannon E Miller | Registered representative | Feb 2025 (1y) | ||
| Tyler Shane Bethea | Registered representative | Feb 2025 (1y) | ||
| Michael Richard Silverman | Registered representative | Feb 2025 (1y) | ||
| Lina Saba Komanduri | Registered representative | Mar 2025 (1y) | ||
| Kaitlyn Alyse Greco | Registered representative | Apr 2025 (1y) | ||
| Chelsey Melina Yacos | Registered representative | Jun 2025 (1y) | ||
| Michael Ames Texido | Registered representative | Aug 2025 (1y) | ||
| Daniel Lee Morgan | Registered representative | Aug 2025 (1y) | ||
| Jordan Christina Jewell | Registered representative | CFP | Sep 2025 (1y) | |
| Aileen Kay Braga | Registered representative | Sep 2025 (1y) | ||
| Amy Elizabeth Macleod | Registered representative | Oct 2025 (1y) | ||
| Eduardo Segura | Registered representative | Oct 2025 (1y) | ||
| Zachary Lincoln Gardner | Registered representative | Oct 2025 (1y) | ||
| Matthew William Heim | Registered representative | Nov 2025 (1y) | ||
| Danique E Van Der Velden | Registered representative | Nov 2025 (1y) | ||
| Michael Underwood Ellington | Registered representative | Dec 2025 (1y) | ||
| Rachel Kimberly Clore | Registered representative | Dec 2025 (1y) | ||
| Brooks Michael Allen | Registered representative | Dec 2025 (1y) | ||
| James Thomas Cheap | Registered representative | Dec 2025 (1y) | ||
| Henry Houston Dale | Registered representative | Dec 2025 (1y) | ||
| L Jean Wright | Registered representative | Jan 2026 (1y) | ||
| Jacob Francis Kaites | Registered representative | Jan 2026 (1y) | ||
| Max Aaron Ripans | Registered representative | Feb 2026 (0y) | ||
| Heather Leigh Pelant | Registered representative | CFP | Feb 2026 (0y) | |
| Mark Julien Thompson | Registered representative | Mar 2026 (0y) | ||
| Mark Steven Ostroff | Registered representative | Apr 2026 (0y) | ||
| Jodi Danielle Van Voorhis | Registered representative | Apr 2026 (0y) | ||
| Allison Bathgate Hild | Registered representative | Apr 2026 (0y) | ||
| Matthew Wallace Cooper | Registered representative | CFP | Apr 2026 (0y) | |
| Jennifer Lam | Registered representative | Apr 2026 (0y) | ||
| James Raymond Gilbert | Registered representative | Apr 2026 (0y) | ||
| Suhwan Lee | Registered representative | May 2026 (0y) | ||
| Dylan Grant Bushelle | Registered representative | May 2026 (0y) | ||
| Nicholas Williams Smith | Registered representative | Jun 2026 (0y) | ||
| Christopher Peter Tiano | Registered representative | Jun 2026 (0y) | ||
| Aaron Self | Registered representative | CFP | Jun 2026 (0y) | |
| Jacqueline Marie Vertucci Alfonso | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ccm Midco, Llc | Holding Company | Aug 2024 | A | 75% or more |
| Cresset Capital Management, Llc | Holding Company | Aug 2024 | B | ≈ 56.25% – 100% via Ccm Midco, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cresset Capital Management, Llc: 75% – 100% of Ccm Midco, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (16, $91.4M gross assets)
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wsgr 401(k) And Profit Sharing Plan | Wilson Sonsini Goodrich & Rosati, Pc | 1,984 | $1.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 29.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $8.2B (10% of AUM) May 2026
- Pershing $6.0B (8% of AUM) May 2026
- Merrill Lynch $4.4B (19% of AUM) Nov 2022
- Charles Schwab & Co. $1.2B (1% of AUM) May 2026
- Cibc Mellon Trust Company $748M (11% of AUM) Apr 2020
- Raymond James $49.1M (48% of AUM) Feb 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗