{"url":"https://nivawealth.com/firms/cresset-asset-management-288566","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/288566","regulatoryAum":78936263960,"crd":"288566","secFileNumber":"801-110753","legalName":"Cresset Asset Management, LLC","displayName":"Cresset Asset Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/cresset-capital/","founded":"2017","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"444 W. 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They include 3,667 high-net-worth individuals, 1,079 other individuals and 145 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cresset Asset Management offer?","answer":"Cresset Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers and educational seminars. Its services also include education planning, estate planning, family office services and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cresset Asset Management charge?","answer":"Cresset Asset Management charges 0.60% to 1.25% a year for investment advisory services. Other rates: portfolio up to $5,000,000 (1.25% a year), portfolio from $5,000,000 to $10,000,000 (0.90% a year), portfolio from $10,000,000 to $25,000,000 (0.80% a year), portfolio from $25,000,000 to $50,000,000 (0.70% a year) and portfolio above $50,000,000 (0.60% a year).","source":"Part 2A brochure, Item 5","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cresset Asset Management use?","answer":"Cresset Asset Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $8,244,828,253, Pershing LLC (Jersey City, NJ), with $6,015,237,831 and Charles Schwab & Co., Inc. (San Francisco, CA), with $1,183,246,018. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cresset Asset Management have?","answer":"Cresset Asset Management has 183 investment adviser representatives registered with state securities authorities, out of 496 employees, and 187 perform investment advisory functions. 0 are registered representatives of a broker-dealer and 9 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cresset Asset Management invest in?","answer":"At the end of its last fiscal year, Cresset Asset Management’s separately managed accounts held 30% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 10% pooled vehicles (private funds and similar), 9% state and local bonds, 6% U.S. government and agency bonds, 2% investment grade corporate bonds and 2% promissory notes, and various direct investments. 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