RIA Intel›Advisers›Illinois›CRESSET ASSET MANAGEMENT, LLC

CRESSET ASSET MANAGEMENT, LLC

Advisory

N·CHICAGO, IL

Data as of May 21, 2026 · Source: SEC Form ADV

Total AUM

$78.9B

1-Year AUM Growth

+28.9%

3-Year CAGR

+36.9%

Employees

187

Assets Under Management

Total AUM$78.9B

Discretionary AUM$77.2B

Non-Discretionary AUM$1.8B

Discretionary %97.7%

Total Clients4,687

Team

Total Employees187

Investment Advisers496

Employee Growth (1Y)-11.9%

Filing History

Total Filings on Record45

First FilingJun 4, 2017

Latest FilingMay 21, 2026

🔒 Full AUM trend chart and 45 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CRESSET ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.