T••• C•••••• M•••••••••

Private Equity

San Francisco, CA

••• Locked

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Search this name across graphsid dfx:pe:7b092216-eb5a-4edf-a069-8c23504d9021

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 22, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 45
Dated events: 40
On other graphs: 4
Observed: Sep 13, 2026 to Sep 21, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

T••• C•••••• M•••••••••

Venture manager · shared crd

RIA / Wealth Managementidentity

T••• C•••••• M•••••••••

Registered adviser · shared crd

Private Creditidentity

T••• C•••••• M•••••••••

Private credit manager · shared crd

Real Estate Fundsidentity

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 11
PE funds: 6
Vintages: 2013 to 2016
Regulatory AUM: $1.6B
Investments: 0
Active investments: 0
Size band: UNSIZEDderived••• Locked
Stated sectors: financial_services,media_telecom
Latest ADV filing: Apr 30, 2023

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
S•••• F•••••• V•••••••• L•	2016	Unknown	Venture Capital Fund	n/a	$15.8M	0
T••• C•••••• P••••••• I•• L••	2016	Mature	Venture Capital Fund	n/a	$1.5M	0

Relationships

Employs (32)

→ Jessica MalkinPersonExecutive Managing Director, Chief Growth Officer
factThe subject's own site
→ Patrick Regan, CFA, MBAPersonManaging Director, Deputy CIO
factThe subject's own site
→ Jack Ablin, CFAPersonExecutive Managing Director, Founding Partner & Chief Investment Strategist
factThe subject's own site
→ Mark TremblayPersonExecutive Managing Director, Head of Family Office Services

Dated events

22 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 30, 2023
Person left
Justin Harrison Bass (Managing Director) no longer on Schedule A of T••• C•••••• M•••••••••
Form ADVobserved 8 days ago
Occurred
Apr 1, 2022
Person joined
Christopher Dwight Stout joined Schedule A of T••• C•••••• M••••••••• as Managing Director
Form ADVobserved 8 days ago
Occurred
Apr 1, 2022
Person joined
Gary Bret Fincher joined Schedule A of T••• C•••••• M••••••••• as Managing Director
Form ADVobserved 8 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:7b092216-eb5a-4edf-a069-8c23504d9021
First observed: Sep 13, 2026
Last observed: Sep 21, 2026 21 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Show 22 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
Cresset Names Dheeraj Soni as Chief Technology Officer
First seen by DFX
Sep 17, 2026
date not stated
Cresset Appoints Lucas Huizar as General Counsel
First seen by DFX
Sep 17, 2026
date not stated
Cresset Appoints Mark Tremblay as Head of Family Office Services
First seen by DFX
Sep 17, 2026
date not stated
Cresset Appoints Mark Ostroff as Managing Director, Wealth Advisor
First seen by DFX
Sep 17, 2026
date not stated
Mark Thompson Appointed as Executive Managing Director, Institutional Consulting for Cresset
First seen by DFX
Sep 17, 2026
date not stated
Cresset Appoints Susie Cranston as Chief Executive Officer
First seen by DFX
Sep 17, 2026
date not stated
MeMe McNairy-Glenn Appointed Managing Director, National Strategic Growth at Cresset
First seen by DFX
Sep 17, 2026
date not stated
Forbes Names 13 Cresset Advisors to 2026 Top Women Wealth Advisors List
Occurred
Sep 1, 2026
Adviser CRD 142962 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Mar 30, 2016
Fund 805-3409926020 no longer reported on Form ADV by T••• C•••••• M•••••••••
Occurred
Mar 30, 2016
T••• C•••••• P••••••• I•• L•• first reported on Form ADV by T••• C•••••• M••••••••• (R••• E••••• Fund), GAV $1,525,000
Occurred
Mar 30, 2016
S•••• F•••••• V•••••••• L• first reported on Form ADV by T••• C•••••• M••••••••• (R••• E••••• Fund), GAV $1,625,000
Occurred
Mar 27, 2014
Fund 805-6743574276 no longer reported on Form ADV by T••• C•••••• M•••••••••
Occurred
Mar 27, 2014
Fund 805-3320295553 no longer reported on Form ADV by T••• C•••••• M•••••••••
Occurred
Mar 27, 2014
Fund 805-7163600752 no longer reported on Form ADV by T••• C•••••• M•••••••••
Occurred
Mar 27, 2014
Fund 805-1680449688 no longer reported on Form ADV by T••• C•••••• M•••••••••
Occurred
Mar 27, 2014
Fund 805-2500061474 no longer reported on Form ADV by T••• C•••••• M•••••••••
Occurred
Mar 27, 2014
T••• C•••••• P••••••• I••• L•• first reported on Form ADV by T••• C•••••• M••••••••• (R••• E••••• Fund), GAV $650,000
Occurred
Mar 27, 2014
Fund 805-2782308958 no longer reported on Form ADV by T••• C•••••• M•••••••••
Occurred
Mar 28, 2013
T•• V•••••••• L•• • S••••• V• first reported on Form ADV by T••• C•••••• M••••••••• (Private Equity Fund), GAV $1,515,000
Occurred
Mar 28, 2013
T••• C•••••• R••• E••••• F••• I• first reported on Form ADV by T••• C•••••• M••••••••• (R••• E••••• Fund), GAV $4,150,000
Occurred
Mar 28, 2013
T•• V•••••••• L•• • S••••• I• first reported on Form ADV by T••• C•••••• M••••••••• (Private Equity Fund), GAV $1,948,289

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Jessica Malkin
Executive Managing Director, Chief Growth Officer · Revealable: 1 professional profile (firm website)
Patrick Regan, CFA, MBA
Managing Director, Deputy CIO · Revealable: 1 professional profile (firm website)
Jack Ablin, CFA
Executive Managing Director, Founding Partner & Chief Investment Strategist · Revealable: 1 professional profile (firm website)
Mark Tremblay
Executive Managing Director, Head of Family Office Services · Revealable: 1 professional profile (firm website)
Mark Thompson
Executive Managing Director, Institutional Consulting · Revealable: 1 professional profile (firm website)
Dheeraj Soni
Managing Director, Chief Technology Officer · Revealable: 1 professional profile (firm website)
Mike Silverman
Executive Managing Director, Chief Investment Officer · Revealable: 1 professional profile (firm website)
Eric Becker
Founder and Co-Chairman · Revealable: 1 professional profile (firm website)
AVY Howard Stein
Board Member · Revealable: 2 professional profiles (firm website)
Susie Cranston
Chief Executive Officer · Revealable: 1 professional profile (firm website)
Doug Regan
Founding Partner and Co-Chairman · Revealable: 1 professional profile (firm website)
Michael Costabile
Executive Managing Director, Chief Financial Officer · Revealable: 1 professional profile (firm website)
Jon Crow
Executive Managing Director, Head of Client Advisory Services · Revealable: 1 professional profile (firm website)
Amy Hong
Executive Managing Director, Chief Operating Officer & Chief Compliance Officer · Revealable: 1 professional profile (firm website)
Lucas Huizar
Executive Managing Director, General Counsel · Revealable: 1 professional profile (firm website)
Melissa Karetny
Executive Managing Director, Chief People Officer · Revealable: 1 professional profile (firm website)
Chris Boehm
Board Member · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Christopher Dwight Stout (Managing Director), Heather Katherine Goodman (President, Chief Operating Officer And Chief Compliance Officer), Douglas Scott Raetz (Chief Executive Officer), Jacob Daniel Bond (Managing Director), Kenneth Joseph Sorosky (Managing Director), Karin Marilee Blair (Chief Investment Officer), Michael Anthony Germain (Chief Financial Officer), Gary Bret Fincher (Managing Director).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan