Cresset Asset Management is a fund manager in Chicago with $24.61 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
821062021
SEC advisor number
801-110753
FINRA CRD number
288566
AUM ?
$24.61 bn
(as of 27 Apr 23)
Accounts
2,665
(as of 27 Apr 23)
Employees
364
(127 investment advisory or research)
Address
Cresset Asset Management
444 W. LAKE STREET
SUITE 4700
CHICAGO
IL 60606
444 W. LAKE STREET
SUITE 4700
CHICAGO
IL 60606
Office hours
Monday - Friday, 9:00AM TO 5:00PM
Phone
3124292400
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Stein, Avy, Howard | Manager | 01/2017 | 25-50% |
Regan, Douglas, Patrick | Co-chairman of Advisory Board | 01/2019 | < 5% |
Pagliuco, Robert, Steven | Chief Compliance Officer | 05/2018 | < 5% |
Cresset Capital Management LLC | Managing Member/holding Company | 08/2018 | > 75% |
Cresset Manager, LLC | Managing Member/holding Company | 08/2018 | 50-75% |
Ablin, Jack, Alan | Chief Investment Officer | 03/2018 | < 5% |
Edb Telecom Trust Uad 2/3/2016 (Eric Becker, Grantor) | Manager | 09/2018 | 50-75% |
Becker, Eric, David | Elected Manager | 01/2017 | |
Costabile, Michael | Chief Financial Officer | 10/2019 | < 5% |
Loggerhead Investment Three LLC | Manager | 01/2020 | 25-50% |
DLB Telecom Trust Uad 2/3/2016 (Doug Becker, Grantor) | Manager | 09/2018 | 50-75% |
Schmitt Hellauer, Marianne, Jeannette | Trustee | 02/2016 | |
Schmitt Hellauer, Marianne, Jeannette | Trustee | 02/2016 | |
Rudnick, William, Alan | Executive Managing Director, Chief Legal Officer | 05/2018 | < 5% |
Conte, Randall | Chief Operating Officer | 08/2020 | < 5% |
Malkin, Jessica, Gale | Chief Marketing Officer | 01/2020 | < 5% |
Ownership
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22