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
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 April 17, 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.
Latest 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%)
* 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.