Investment adviser · CRD 288566

CRESSET ASSET MANAGEMENT, LLC

CHICAGO, IL, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $78.9B
Client accounts: 32,894
Employees: 496
Advisory professionals: 187

How this adviser has changed

Annual filings

Regulatory assets under management

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal year	Regulatory AUM	Employees	Filed
2021	$22,967,857,515	298	Mar 24, 2022
2022	$24,611,926,730	364	Mar 31, 2023
2023	$43,670,122,905	402	Mar 27, 2024
2024	$62,017,355,005	468	Mar 28, 2025
2025	$78,936,263,960	496	Mar 27, 2026

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	3,667	$69,765,063,468	88.4%
Pooled investment vehicles	145	$7,978,383,110	10.1%
Corporations & businesses	3	$595,542,324	0.8%
Charities	17	$440,867,630	0.6%
Individuals	1,079	$156,407,428	0.2%

Filing source

Form ADV 2059876 · Mar 27, 2026 · Item 5.D

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

145 detailed fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

CRESSET PRIVATE MARKETS, LLC-SERIES 16Other Private Fund$20.9MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Cresset Private Markets, LLC - Series 16 (Tax-Exempt Feeder)

Fund administrator ARTEX FUND SERVICES USA, INC CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor EISNERAMPER LLP NEW YORK, New York, United States Other funds reporting this name →

Custodian JP MORGAN CHASE NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-5534885997
Reported beneficial owners: 51
Minimum commitment: $1
Form D file number: 021-521381

Form ADV 2059876 · Mar 27, 2026 · Schedule D 7.B.(1)

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

TRUE CAPITAL REAL ESTATE FUND IVReal Estate Fund$20.9MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

True Capital Real Estate Fund IV, LLC

Fund administrator ARTEX CAPITAL SOLUTIONS CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor NAVOLIO & TALLMAN, LLP WALNUT CREEK, California, United States Other funds reporting this name →

Custodian JP MORGAN NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

NAVOLIO & TALLMAN, LLP
PCAOB 5442

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

Fund details & source

Fund ID: 805-6045680800
Reported beneficial owners: 82
Minimum commitment: $50K
Form D file number: 021-286720

Form ADV 2059876 · Mar 27, 2026 · Schedule D 7.B.(1)

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

CHCP PRIVATE EQUITY 2013, L.P.Private Equity Fund$20.8MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

CHCP Private Equity 2013, L.P.

Fund administrator ALTER DOMUS COMPANY SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor DELOITTE & TOUCHE, LLP DALLAS, Texas, United States Other funds reporting this name →

Custodian INWOOD NATIONAL BANK DALLAS, Texas, United States Related to adviser: No Other funds reporting this name →

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE, LLP
PCAOB 34

INWOOD NATIONAL BANK
LEI 549300AHVQ1LDFNP8P69

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-3719993215
Reported beneficial owners: 18
Minimum commitment: $0
Form D file number: 021-202173

Form ADV 2059876 · Mar 27, 2026 · Schedule D 7.B.(1)

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

OPPORTUNITY PARTNERS ASIA FUND, LLCOther Private Fund$20.2MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Opportunity Partners Asia Fund, LLC

Fund administrator UMB CHADDS FORD, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG, LLP MINNEAPOLIS, Minnesota, United States Other funds reporting this name →

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG, LLP
PCAOB 185

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-4364917423
Reported beneficial owners: 82
Minimum commitment: $1
Form D file number: 021-304153

Form ADV 2059876 · Mar 27, 2026 · Schedule D 7.B.(1)

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

BCA SELECT, LLC - SERIES 1 - TIGER GLOBAL LONG OPPORTUNITIESHedge Fund$20.2MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

BCA Select, LLC - Series 1 - Tiger Global Long Opportunities

Auditor EISNERAMPER LLP NEW YORK, New York, United States Other funds reporting this name →

Custodian FIDELITY BOSTON, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Custodian JP MORGAN CHASE NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-8526056278
Reported beneficial owners: 56
Minimum commitment: $250K
Form D file number: 021-386533

Form ADV 2059876 · Mar 27, 2026 · Schedule D 7.B.(1)

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

CRESSET PRIVATE MARKETS, LLC-SERIES 8Other Private Fund$19.5MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Cresset Private Markets, LLC - Series 8

Auditor EISNERAMPER LLP NEW YORK, New York, United States Other funds reporting this name →

Custodian FIDELITY BOSTON, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Custodian JP MORGAN CHASE NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-7126894509
Reported beneficial owners: 27
Minimum commitment: $250K
Form D file number: 021-438692

Form ADV 2059876 · Mar 27, 2026 · Schedule D 7.B.(1)

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

WMC OPPORTUNITIES FUND, LLPHedge Fund$19.4MGross asset value

Search Form D filings →

Fund administrator UMB CHADDS FORD, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG, LLP MINNEAPOLIS, Minnesota, United States Other funds reporting this name →

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG, LLP
PCAOB 185

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-3140208703
Reported beneficial owners: 23
Minimum commitment: $1

Form ADV 2059876 · Mar 27, 2026 · Schedule D 7.B.(1)

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

View a filing

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Oct 29, 2025 · previous imported filing

Regulatory AUM$71,864,303,961 → $78,936,263,960
Client accounts42,546 → 32,894
Employees468 → 496

Filing source

Form ADV 2059876 · Mar 27, 2026 · Items 1 & 5

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary: $77.2B
Non-discretionary: $1.78B

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

444 W. LAKE STREET, SUITE 4700
CHICAGO, IL, 60606, United States

CRD 288566

Filing source

Form ADV 2059876 · Mar 27, 2026 · Items 1 & 5

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.