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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst15 years in industry

James Eugene Longinotti

Advisor at CRESSET ASSET MANAGEMENT, LLC

San Francisco, CA | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:730ddf8d-e9cd-5684-6f04-29e2b1b61446

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Feb 2, 2017 to Sep 14, 2026

Across DFX

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

Private Equityidentity

James Eugene Longinotti

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

James Eugene Longinotti

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: CRESSET ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
First registration: Feb 2, 2017
Dual registered: no
IAPD individual key: 6626202

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRESSET ASSET MANAGEMENT, LLC	Independent wealth	May 14, 2021	n/a	yes	CHICAGO, IL\|San Francisco, CA	Current employment
CYPRESS WEALTH ADVISORS	Former SEC adviser	Feb 2, 2017	May 17, 2019	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CYPRESS WEALTH ADVISORS	CRESSET ASSET MANAGEMENT, LLC	May 17, 2019	May 14, 2021	728	Firm change after gap	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
132498:288566:CA:2019-05-17	May 17, 2019	May 14, 2021	SAN FRANCISCO, CA	Firm change after gap

Relationships

Registered with (2)

→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
May 14, 2021 to presentfactForm ADV
→ CYPRESS WEALTH ADVISORSRegistered adviserregistration: previous registration
Feb 2, 2017 to May 17, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:730ddf8d-e9cd-5684-6f04-29e2b1b61446
First observed: Feb 2, 2017
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed 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.

James Eugene Longinotti

Advisor at CRESSET ASSET MANAGEMENT, LLC

San Francisco, CA | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:730ddf8d-e9cd-5684-6f04-29e2b1b61446

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CRESSET ASSET MANAGEMENT, LLC

Independent wealth

May 14, 2021

n/a

yes

CHICAGO, IL|San Francisco, CA

Current employment

CYPRESS WEALTH ADVISORS

Former SEC adviser

Feb 2, 2017

May 17, 2019

SAN FRANCISCO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CYPRESS WEALTH ADVISORS

CRESSET ASSET MANAGEMENT, LLC

May 17, 2019

May 14, 2021

728

Firm change after gap

RIA to RIA

Team

Left

Joined

From

Kind

132498:288566:CA:2019-05-17

May 17, 2019

May 14, 2021

SAN FRANCISCO, CA

Firm change after gap