Form D · Private Equity Fund

Cresset Direct Investments, LLC - Series 3

Chicago, IL · CIK 0001987381

Offering snapshot reported Aug 28, 2023 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 28, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-490787

Source: Form D, filed Aug 28, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

PEAKLINE DIRECT INVESTMENTS, LLC - SERIES 3

Investment adviser: PEAKLINE PARTNERS, LLC

Gross asset value
$23.4M
Beneficial owners
33
ADV minimum commitment
$250K

Reported in Form ADV on Aug 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor PLANTE & MORAN, PLLC SOUTHFIELD, Michigan, United States Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

Fund asset history · 2 annual observations Gross asset value by annual ADV filing$0$11.7M$23.4MFY 2024: $18,840,146.00FY 2024FY 2025: $23,442,008.00FY 2025

Scroll to see all columns →

Fiscal yearGross assetsBeneficial ownersADV filed
2024$18,840,14633Mar 31, 2025
2025$23,442,00833Mar 30, 2026
Filing source

Form ADV 2124751 · Aug 7, 2026 · Schedule D 7.B.(1), fund 805-6359232189

Reported by PEAKLINE PARTNERS, LLC (CRD 306449).

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.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Eric Becker Executive
Christopher Boehm Executive
Cresset Direct Investments Mm, Llc Executive, Promoter
William Rudnick Director
Avy Stein Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
444 West Lake Street Suite 4700
Chicago, IL, 60606
Phone: 734-678-2563