Form D · Private Equity Fund

Cresset Direct Investments, LLC - Series 5

Chicago, IL · CIK 0002001735

Offering snapshot reported Nov 27, 2024 · SEC filing

Reported sold: $29.3M
Investors reported: 58
Minimum accepted: $0
First sale: Feb 14, 2024

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 58

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 27, 2024	Amendment	$29,275,000	No comparison	58	SEC filing
Nov 29, 2023	Initial	Yet to sell	No comparison	0	SEC 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: 021-498366

Source: Form D, filed Nov 27, 2024. 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 5

Investment adviser: PEAKLINE PARTNERS, LLC

Gross asset value: $43.3M
Beneficial owners: 65
ADV minimum commitment: $0

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

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2024	$27,893,837	59	Mar 31, 2025
2025	$43,259,363	65	Mar 30, 2026

Filing source

Form ADV 2124751 · Aug 7, 2026 · Schedule D 7.B.(1), fund 805-9593548829

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
Name	Reported 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