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CRESSET ASSET MANAGEMENT, LLC
CRD 288566File 801-110753
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$78.94B
Top 10% of cohort (national)
Discretionary AUM
$77.15B
Non-discretionary $1.78B
Clients
4,911
32,894 accounts
Employees
496
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 10, 2017
- Principal office
- 444 W. LAKE STREET, SUITE 4700, CHICAGO, IL, 60606
- Phone
- 312-429-2400
- Website
- https://g.co/kgs/7iCs5SU
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $78.94B
- Discretionary AUM
- $77.15B
- Non-discretionary AUM
- $1.78B
- Discretionary accounts
- 31,788
- Non-discretionary accounts
- 1,106
- Total accounts
- 32,894
- AUM per client
- $16.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $595.5M |
| Charitable organizations | 17 | $440.9M |
| High net worth individuals | 3,667 | $69.77B |
| Pooled investment vehicles | 145 | $7.98B |
| Individuals (other than high net worth individuals) | 1,079 | $156.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.