Investment adviser · CRD 288566

CRESSET ASSET MANAGEMENT, LLC

CHICAGO, IL, United States · Form ADV filed Apr 17, 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 2095958 · Apr 17, 2026 · Item 5.D

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

Other-Than Anual Amendment For Registered Adviser.

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.

EAGLE - LEAD EDGE CAPITAL VI ACCESS FUND L.P.Other Private Fund · Master$104MGross asset value

Form D fundraising filings

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

Eagle-Lead Edge Capital VI Access Fund, L.P.

Fund administrator ULTIMUS LEVERPOINT FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor PRICEWATERHOUSECOOPERS, LLP LOS ANGELES, California, United States 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

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-8701854981
Reported beneficial owners: 151
Minimum commitment: $100K
Form D file number: 021-430198

Form ADV 2095958 · Apr 17, 2026 · Schedule D 7.B.(1)

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

Other-Than Anual Amendment For Registered Adviser.

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.

CH-IP DIRECT INVESTMENT FUND III, L.P.Private Equity Fund$103MGross asset value

Form D fundraising filings

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

CH-IP Direct Investment Fund III, 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 ORIGIN BANK RUSTON, Louisiana, 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

ORIGIN BANK
LEI D8RBTOL3JO2Q6IEO0F34

Fund details & source

Fund ID: 805-5164422864
Reported beneficial owners: 119
Minimum commitment: $0
Form D file number: 021-502073

Form ADV 2095958 · Apr 17, 2026 · Schedule D 7.B.(1)

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

Other-Than Anual Amendment For Registered Adviser.

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.

ALTAIR CHP OFFSHORE FUND II, LTD.Hedge Fund · Feeder$84.3MGross asset value

Form D fundraising filings

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

Altair CHP Offshore Fund II, Ltd.

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED CAMANA BAY, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor PRICEWATERHOUSECOOPERS, LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian CITCO BANKING CORPORATION N.V. WILLEMSTAD, Netherlands 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

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

CITCO BANKING CORPORATION N.V.
LEI 549300HEYP0HGEVT8L46

Fund details & source

Fund ID: 805-3023177861
Reported beneficial owners: 27
Minimum commitment: $500K
Form D file number: 021-256624

Form ADV 2095958 · Apr 17, 2026 · Schedule D 7.B.(1)

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

Other-Than Anual Amendment For Registered Adviser.

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.

CH-IP PX3 (ALAMO), L.L.C.Private Equity Fund$78.2MGross asset value

Form D fundraising filings

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

CH-IP Px3 (Alamo), L.L.C.

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 FROST BANK SAN ANTONIO, Texas, 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

FROST BANK
LEI G5AHTAP80NWA3Q8RDC78

Fund details & source

Fund ID: 805-3559342159
Reported beneficial owners: 93
Minimum commitment: $0
Form D file number: 021-464610

Form ADV 2095958 · Apr 17, 2026 · Schedule D 7.B.(1)

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

Other-Than Anual Amendment For Registered Adviser.

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 7Other Private Fund$78.1MGross 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 7

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 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: 805-9439137964
Reported beneficial owners: 32
Minimum commitment: $250K
Form D file number: 021-429020

Form ADV 2095958 · Apr 17, 2026 · Schedule D 7.B.(1)

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

Other-Than Anual Amendment For Registered Adviser.

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.

EAGLE - WOLFF CREDIT PARTNERS III ACCESS FUND L.P.Other Private Fund$75.5MGross asset value

Form D fundraising filings

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

Eagle - Wolff Credit Partners III Access Fund, L.P.

Auditor PRICEWATERHOUSECOOPERS, LLP LOS ANGELES, California, United States 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

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-8191201755
Reported beneficial owners: 131
Minimum commitment: $100K
Form D file number: 021-408108

Form ADV 2095958 · Apr 17, 2026 · Schedule D 7.B.(1)

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

Other-Than Anual Amendment For Registered Adviser.

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.

CH-IP PRIVATE EQUITY 2021, LPPrivate Equity Fund$75.4MGross asset value

Form D fundraising filings

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

CH-IP Private Equity 2021, 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 MAPLE MARK BANK DALLAS, Texas, 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

MAPLE MARK BANK
LEI 2549006V23YD1XWUR350

Fund details & source

Fund ID: 805-9358453622
Reported beneficial owners: 70
Minimum commitment: $0
Form D file number: 021-400586

Form ADV 2095958 · Apr 17, 2026 · Schedule D 7.B.(1)

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

Other-Than Anual Amendment For Registered Adviser.

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 Mar 27, 2026 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 2095958 · Apr 17, 2026 · Items 1 & 5

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

Other-Than Anual Amendment For Registered Adviser.

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 2095958 · Apr 17, 2026 · Items 1 & 5

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

Other-Than Anual Amendment For Registered Adviser.

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.