Cresset Asset Management

Asset Manager SEC-registered adviser

Legal name: Cresset Asset Management, LLC

Chicago, IL Website LinkedIn X

AUM

$78.9B
Regulatory AUM

Private funds

145
Other 44 · Venture Capital 43 · Private Equity 25 · Real Estate 17 · Hedge Fund 14 · Securitized Asset 2

Private fund assets

$6.4B
Gross asset value

Employees

496

Last Form D raise

Apr 2026
Most recent fund filing

From SEC Form ADV filing (filed Aug 13, 2026). View on SEC

People(14)

Owners and executive officers named on the firm's SEC Form ADV.

A
Amy Hong
Executive Managing Director, Chief Operating Officer & Chief Compliance Officer
Source: SEC Form ADV
A
Avy Stein
Member, Board of Directors Ccm
Source: SEC Form ADV
B
Brenton Durham
Member, Board of Directors Ccm
Source: SEC Form ADV
D
Douglas Regan
Founding Partner & Co-Chairman
Source: SEC Form ADV
E
Eric Becker
Member, Board of Directors Ccm
Source: SEC Form ADV
J
Jack Ablin
Executive Managing Director, Founding Partner & Chief Investment Strategist
Source: SEC Form ADV
J
Jessica Malkin
Executive Managing Director, Chief Growth Officer
Source: SEC Form ADV
J
John Amboian
Member, Board of Directors Ccm
Source: SEC Form ADV
K
Karl Heckenberg
Member, Board of Directors Ccm
Source: SEC Form ADV
M
Mayo Shattuck
Member, Board of Directors Ccm
Source: SEC Form ADV
M
Michael Costabile
Executive Managing Director, Chief Financial Officer
Source: SEC Form ADV
M
Michael Silverman
Executive Managing Director, Chief Investment Officer
Source: SEC Form ADV

Funds(145)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Bca Select, LLC - Series 3 - Junto Capital PartnersHedge Fund$5.3M$14.3M4Apr 2026Warm
Meristem Global Equity Fund, LLCHedge Fund$298.1M$278.1M189Jan 2026Warm
Cresset High Yield Municipal Fund, LLCOther$152.3M$233.1M247Jan 2026Warm
Bca Select, LLC - Series 2 - Redwood OpportunityHedge Fund$52.9M$82.9M97Jan 2026Warm
Bca Select, LLC - Series 1 - Tiger Global Long OpportunitiesHedge Fund$20.2M$41.9M57Jan 2026Warm
Private Equity - le VII, L.P.Private Equity———Nov 2025Warm
Chcp Global Securities, L.P.Hedge Fund$986.5M$754.1M126Oct 2025Warm
Chcp Value Fund, L.P.Hedge Fund$316.8M$795.9M110Oct 2025Warm
Bca Hedged Strategies Fund, LPHedge Fund$131.6M$198.0M212Oct 2025Warm
Direct Investors Fund, LLC - Series Br-Vi (te)Private Equity$27K$11.5M5Sep 2025Cool
Direct Investors Fund, LLC - Series Br-ViPrivate Equity$25K$76.7M107Sep 2025Cool
Cresset Private Markets, Llc-Series 3Other$53.0M$92.4M80Mar 2025Cool
Direct Investors Fund, LLC - Series Clo IIIPrivate Equity$9.5M$36.6M24Mar 2025Cool
Direct Investors Fund, LLC - Series Clo Te IIIOther$1.3M$2.5M1Mar 2025Cool
Cresset Private Markets, Llc-Series 11Real Estate$8.6M$14.5M11Feb 2025Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
288566
SEC file number
801-110753
CIK
1761013

Sources