1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CRESSET ASSET MANAGEMENT, LLC

Map pinCHICAGO, IL
Phone312-429-2400
NotebookSEC #801-110753
Total AUM
$78.9B
Employees
496
Clients
4,911

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
444 W. LAKE STREET
SUITE 4700
CHICAGO
IL 60606
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
312-429-2400
Other Offices
24

ReceiptFinancials

Total AUM
$78.9B
Accounts
32,894
Discretionary
$77.2B
Accounts
31,788
Non-Discretionary
$1.8B
Accounts
1,106

ContactClients

View more in analytics →

Individual Clients
1,079
AUM
$156.4M
HNW Individual Clients
3,667
AUM
$69.8B
Pooled Vehicle Clients
145
AUM
$8B
Charitable Organization Clients
17
AUM
$440.9M
Corporation or Business Clients
3
AUM
$595.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

Feature requires an account