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Firm profile

Cresset Asset Management, LLC

CHICAGO, ILCRD 288566Latest ADV May 21, 2026

Cresset Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company founded in 2017 with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 17, 2026, reports $78.9B in regulatory assets under management, 496 employees, 24 offices, and 32,894 accounts.

Assets Under Management
$78.9B
Employees
496
Offices
24 offices
Total Clients
4,911
Primary office
CHICAGO, IL
444 W. LAKE STREET, SUITE 4700, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOSusan C. Hamilton
CCOAmy Hong
CFOMichael D. Costabile

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Source verified May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 74.7% of total clients.
Top client categories% of clientsClients
1
HNWI
74.7%
3,667
2
Individuals
22.0%
1,079
3
Pooled Investment Vehicles
3.0%
145
4
Charitable
0.3%
17
5
Corporations
0.1%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$78.9Bas of May 21, 2026
Discretionary97.7%
$77.2B
98% of total RAUM97.7%
Non-discretionary2.3%
$1.8B
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$78.9B
Total Accounts32,894
10Y AUM Change+$78.9B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees496
Clients per Employee10:1
10Y Employee Change+494 (+24700.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.