Cresset Asset Management, LLC

Overview

Cresset Asset Management, LLC is an independent registered investment adviser that began SEC registration in 2017 and operates as a limited liability company. The firm serves both high-net-worth individuals and institutional clients and describes itself as a capital allocator that uses in-house portfolio management and third‑party manager selection. Its advisory services cover financial planning, separate account portfolio management for individuals and pooled vehicles, pension consulting and adviser selection, and it also runs educational workshops. Cresset is active as a CPO/CTA and reports incorporating ESG considerations into its investment process. Its fee arrangements include percentage-of-AUM charges, fixed fees, and performance-based fees. The firm has been recognized in multiple industry lists over recent years, appearing in publications such as Barron’s and Forbes, and being highlighted by outlets including Citywire, FA Magazine, AdvisorHub and CNBC.

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Location & Offices