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Private equityFirmfund of funds · probablelower middle market

Cresset Asset Management, LLC

Private Equity

Chicago, IL

Cresset is a trusted Family Office & Private Wealth Management Firm for Entrepreneurs, CEO Founders, & UHNW Families. 237B+ AUM/AUA. True Fiduciary.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:8deca750-2a43-4c8b-9d08-21e66c637e99

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 48
Dated events: 40
On other graphs: 5
Observed: Sep 13, 2026 to Sep 17, 2026
31 observations

Across DFX

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

Venture Capitalidentity

Cresset Asset Management, LLC

Venture manager · shared crd

Independent Sponsorsidentity

Cresset Asset Management, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

CRESSET ASSET MANAGEMENT, LLC

Registered adviser · shared crd

Private Creditidentity

CRESSET ASSET MANAGEMENT, LLC

Private credit manager · shared crd

Real Estate Fundsidentity

Cresset Asset Management, LLC

Real estate fund manager · shared crd

Facts

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

Funds: 3
PE funds: 3
Vintages: 2019 to 2019
PE GAV, 2024 filing: $1.3Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $53B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-11-27
Stated sectors: financial_services,education
Latest ADV filing: Nov 27, 2024
Employees (ADV): 402
Website: cressetwealth.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Cypress Alternative Partners II, L.P.	2019	Wound down	Private Equity Fund	n/a	$114,641
Cypress Debt Fund-King Street, LP	2019	Harvest	Private Equity Fund	n/a	$350,941
Cypress Alternative Funds, L.P.	2019	Harvest	Private Equity Fund	n/a	$985,645

Relationships

Employs (33)

→ Jack Alan AblinPersonChief Investment Officer & Founding Partner
Mar 1, 2018 to presentfactForm ADV, The subject's own site
→ Mark ThompsonPersonExecutive Managing Director, Institutional Consulting
factThe subject's own site
→ Dheeraj SoniPersonManaging Director, Chief Technology Officer
factThe subject's own site
→ Mike SilvermanPersonExecutive Managing Director, Chief Investment Officer
factThe subject's own site
→ Jessica Gale MalkinPersonExecutive Managing Director, Chief Growth Officer
Jan 1, 2020 to presentfactForm ADV, The subject's own site
→ Melissa KaretnyPersonExecutive Managing Director, Chief People Officer
factThe subject's own site
→ Doug ReganPersonFounding Partner and Co-Chairman
factThe subject's own site
→ Lucas HuizarPersonExecutive Managing Director, General Counsel
factThe subject's own site
→ AMY H HongPersonExecutive Managing Director, Chief Compliance Officer
Aug 1, 2024 to presentfactForm ADV, The subject's own site
→ Eric David BeckerPersonElected Manager
Jan 1, 2017 to Aug 12, 2024inferenceForm ADV, The subject's own site
→ AVY Howard SteinPersonManager
Jan 1, 2017 to Aug 12, 2024inferenceForm ADV, The subject's own site
→ Susie CranstonPersonChief Executive Officer
factThe subject's own site
→ Jon CrowPersonExecutive Managing Director, Head of Client Advisory Services
factThe subject's own site
→ Michael CostabilePersonExecutive Managing Director, Chief Financial Officer
Oct 1, 2019 to presentfactForm ADV, The subject's own site
→ Mark TremblayPersonExecutive Managing Director, Head of Family Office Services
factThe subject's own site
→ Patrick Regan, CFA, MBAPersonManaging Director, Deputy CIO
factThe subject's own site
→ Douglas Patrick ReganPersonFounding Partner & Co-Chairman
Jan 1, 2019 to presentfactForm ADV
→ William Alan RudnickPersonExecutive Managing Director, Chief Legal Officer
May 1, 2018 to presentfactForm ADV
→ Susan Cranston HamiltonPersonPresident & Chief Operating Officer
Apr 1, 2024 to presentfactForm ADV
→ Mayo a ShattuckPersonBoard Of Directors
Dec 1, 2023 to presentfactForm ADV
→ John Peter AmboianPersonBoard Of Directors
Dec 1, 2023 to presentfactForm ADV
→ Paul Eric TramontanoPersonBoard Of Directors
Dec 1, 2023 to presentfactForm ADV
→ Marianne Jeannette Schmitt HellauerPersonTrustee
Feb 1, 2016 to Aug 12, 2024inferenceForm ADV
→ David D JacksonPersonChief Experience Officer
Jul 1, 2019 to Feb 19, 2021inferenceForm ADV
→ Brigid Kathleen ReidyPersonVice President Client Experience
Oct 1, 2017 to Feb 19, 2021inferenceForm ADV
→ Alex PfisterPersonVice President Of Finance
May 1, 2018 to Dec 19, 2019inferenceForm ADV
→ Jordan Michael ZahnPersonDirector Of Operations
Jan 1, 2019 to Dec 19, 2019inferenceForm ADV
→ Nimesh PatelPersonChief Technology Officer
Aug 1, 2018 to Dec 19, 2019inferenceForm ADV
→ David Thomas MillsPersonChief Financial Officer
Jan 1, 2018 to Dec 19, 2019inferenceForm ADV
→ Daniel Baruch LidawerPersonChief Administrative Officer
Apr 1, 2017 to Nov 5, 2018inferenceForm ADV
and 3 more

Firm member (1)

→ CressetFirmadviser
factDFX's own graph

Manages (3)

→ Cypress Alternative Partners II, L.P.FundPrivate Equity Fund
Jun 20, 2019 to presentfactForm ADV
→ Cypress Debt Fund-King Street, LPFundPrivate Equity Fund
Jun 20, 2019 to presentfactForm ADV
→ Cypress Alternative Funds, L.P.FundPrivate Equity Fund
Jun 20, 2019 to presentfactForm ADV

Owns (2)

← CCM Midco, LLCFirmHolding Company
Aug 1, 2024 to presentfactForm ADV
← Cresset Capital Management LLCFirmHolding Company
Aug 1, 2024 to presentfactForm ADV

Dated events

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

Occurred
Sep 11, 2024
Person left
Robert Pagliuco (Managing Director, Chief Compliance Officer) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Aug 12, 2024
Person left
AVY Howard Stein (Manager) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Aug 12, 2024
Person left
Eric David Becker (Elected Manager) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Aug 12, 2024
Person left
Randall Conte (Chief Operating Officer) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Aug 12, 2024
Person left
Marianne Jeannette Schmitt Hellauer (Trustee) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Aug 1, 2024
Person joined
AMY Hong joined Schedule A of Cresset Asset Management, LLC as Executive Managing Director, Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Apr 1, 2024
Person joined
Susan Cranston Hamilton joined Schedule A of Cresset Asset Management, LLC as President & Chief Operating Officer
Form ADVobserved 5 days ago
Occurred
Dec 1, 2023
Person joined
Mayo a Shattuck joined Schedule A of Cresset Asset Management, LLC as Board Of Directors
Form ADVobserved 5 days ago
Occurred
Dec 1, 2023
Person joined
Paul Eric Tramontano joined Schedule A of Cresset Asset Management, LLC as Board Of Directors
Form ADVobserved 5 days ago
Occurred
Dec 1, 2023
Person joined
AVY Howard Stein joined Schedule A of Cresset Asset Management, LLC as Board Of Directors
Form ADVobserved 5 days ago
Occurred
Dec 1, 2023
Person joined
Eric David Becker joined Schedule A of Cresset Asset Management, LLC as Board Of Directors
Form ADVobserved 5 days ago
Occurred
Dec 1, 2023
Person joined
John Peter Amboian joined Schedule A of Cresset Asset Management, LLC as Board Of Directors
Form ADVobserved 5 days ago
Occurred
Feb 19, 2021
Person left
Brigid Kathleen Reidy (Vice President Client Experience) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Feb 19, 2021
Person left
David D Jackson (Chief Experience Officer) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Aug 1, 2020
Person joined
Randall Conte joined Schedule A of Cresset Asset Management, LLC as Chief Operating Officer
Form ADVobserved 5 days ago
Occurred
Aug 1, 2020
Person joined
William Alan Rudnick joined Schedule A of Cresset Asset Management, LLC as General Counsel
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Person left
Michael Aaron Cole (Chief Executive Officer) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Jan 1, 2020
Person joined
Jessica Gale Malkin joined Schedule A of Cresset Asset Management, LLC as Chief Marketing Officer
Form ADVobserved 5 days ago
Occurred
Dec 19, 2019
Person left
Nimesh Patel (Chief Technology Officer) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Dec 19, 2019
Person left
Jordan Michael Zahn (Director Of Operations) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Dec 19, 2019
Person left
Alex Pfister (Vice President Of Finance) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Dec 19, 2019
Person left
David Thomas Mills (Chief Financial Officer) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Oct 1, 2019
Person joined
Michael Costabile joined Schedule A of Cresset Asset Management, LLC as Chief Financial Officer
Form ADVobserved 5 days ago
Occurred
Jul 1, 2019
Person joined
David D Jackson joined Schedule A of Cresset Asset Management, LLC as Chief Experience Officer
Form ADVobserved 5 days ago
Occurred
Jan 1, 2019
Person joined
Jordan Michael Zahn joined Schedule A of Cresset Asset Management, LLC as Director Of Operations
Form ADVobserved 5 days ago
Occurred
Nov 5, 2018
Person left
Daniel Baruch Lidawer (Chief Administrative Officer) no longer on Schedule A of Cresset Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Aug 1, 2018
Person joined
Michael Aaron Cole joined Schedule A of Cresset Asset Management, LLC as Co Chief Executive Officer
Form ADVobserved 5 days ago
Occurred
Aug 1, 2018
Person joined
Nimesh Patel joined Schedule A of Cresset Asset Management, LLC as Chief Operating Officer And Chief Technology Officer
Form ADVobserved 5 days ago
Occurred
May 1, 2018
Person joined
Alex Pfister joined Schedule A of Cresset Asset Management, LLC as Vice President Of Finance
Form ADVobserved 5 days ago
Occurred
May 1, 2018
Person joined
Robert Steven Pagliuco joined Schedule A of Cresset Asset Management, LLC as Chief Compliance Officer
Form ADVobserved 5 days ago

Show 10 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
Aug 13, 2026
Cresset Asset Management, LLC: Private Equity Funds on Form ADV 2 (2024 extract) -> 25 (roster 2026-09-01)
Occurred
Mar 31, 2023
Fund 805-3320191689 no longer reported on Form ADV by Cresset Asset Management, LLC

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

Jack Alan Ablin
Chief Investment Officer & Founding Partner · 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)
Jessica Gale Malkin
Executive Managing Director, Chief Growth Officer · Revealable: 1 professional profile (firm website)
Melissa Karetny
Executive Managing Director, Chief People Officer · Revealable: 1 professional profile (firm website)
Doug Regan
Founding Partner and Co-Chairman · Revealable: 1 professional profile (firm website)
Lucas Huizar
Executive Managing Director, General Counsel · Revealable: 1 professional profile (firm website)
AMY H Hong
Executive Managing Director, Chief Compliance Officer · Revealable: 1 professional profile (firm website)
Eric David Becker
Board Of Directors · Revealable: 2 professional profiles (firm website)
AVY Howard Stein
Board Of Directors · Revealable: 2 professional profiles (firm website)
Susie Cranston
Chief Executive Officer · Revealable: 1 professional profile (firm website)
Jon Crow
Executive Managing Director, Head of Client Advisory Services · Revealable: 1 professional profile (firm website)
Michael Costabile
Executive Managing Director, Chief Financial Officer · Revealable: 1 professional profile (firm website)
Mark Tremblay
Executive Managing Director, Head of Family Office Services · Revealable: 1 professional profile (firm website)
Patrick Regan, CFA, MBA
Managing Director, Deputy CIO · Revealable: 1 professional profile (firm website)
John Peter Amboian
Board Of Directors · Revealable: 2 professional profiles (firm website)

Also named here, with no published line of their own (reach them through the firm): Douglas Patrick Regan (Founding Partner & Co-Chairman), William Alan Rudnick (Executive Managing Director, Chief Legal Officer), Susan Cranston Hamilton (President & Chief Operating Officer), Mayo a Shattuck (Board Of Directors), Paul Eric Tramontano (Board Of Directors).

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

Provenance

Graph: Private Equity
Canonical id: dfx:pe:8deca750-2a43-4c8b-9d08-21e66c637e99
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 40 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.

Cresset Asset Management, LLC

Private Equity

Chicago, IL

Cresset is a trusted Family Office & Private Wealth Management Firm for Entrepreneurs, CEO Founders, & UHNW Families. 237B+ AUM/AUA. True Fiduciary.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:8deca750-2a43-4c8b-9d08-21e66c637e99

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Cypress Alternative Partners II, L.P.

2019

Wound down

Private Equity Fund

n/a

$114,641

Cypress Debt Fund-King Street, LP

2019

Harvest

Private Equity Fund

n/a

$350,941

Cypress Alternative Funds, L.P.

2019

Harvest

Private Equity Fund

n/a

$985,645