DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
Connable Office Inc
Kalamazoo, MIMulti-family officeidentity confidence 90%Top 500 by research priorityconnableoffice.com
Why this class: The Connable Office describes itself as a multi-family office serving a limited number of client families..
Verified Sep 13, 2026 (4 days ago)
Last observed Sep 16, 2026 · 76 observations · 4 sources
19 people · 0 investments · 224 public positions · 68 events
Identity
90
high
Data depth
65
high
Freshness
100
high
Active deployment
0
low
Direct investing
0
low
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
90
high
Mandate confidence
0
low
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- Cresset is a trusted Family Office & Private Wealth Management Firm for Entrepreneurs, CEO Founders, & UHNW Families. 237B+ AUM/AUA. True Fiduciary.
- Headquarters
- Kalamazoo, MI
- Office address
- unknown
- Business phone
- unknown
- Website
- connableoffice.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $172M across 27 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $1.0B. Related foundation assets $172M. These are different facts and are never added together.
- Form 13F
- $1.0B across 224 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 13, 2026Multi-family office 90%The Connable Office describes itself as a multi-family office serving a limited number of client families.Factverifiedconnableoffice.com“A multi-family office operating as a State of Michigan chartered trust bank, the Connable Office serves a limited number of multi-generational client families”
- Sep 12, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
- Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
- Sep 12, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth origin
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Jack Ablin, CFA | Executive Managing Director, Founding Partner & Chief Investment Strategist | Chief investment officer · investment decisions media · Florida, Massachusetts, New York, Washington (from the bio) | email: jablin@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Mike Silverman | Executive Managing Director, Chief Investment Officer | Chief investment officer · investment decisions | email: msilverman@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Patrick Regan, CFA, MBA | Managing Director, Deputy CIO | Chief investment officer · investment decisions | none on record | cressetcapital.com Fact |
| Amy Hong | Executive Managing Director, Chief Operating Officer & Chief Compliance Officer | Leadership direct investments · education · New York, Washington (from the bio) | email: ahong@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Avy Stein | Founder and Co-Chairman | Leadership private equity, venture · consumer, energy, financial services, education · Illinois, New York, Washington (from the bio) | email: astein@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Dheeraj Soni | Managing Director, Chief Technology Officer | Leadership infrastructure · technology, financial services · New York, Washington (from the bio) | email: dsoni@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Doug Regan | Founding Partner and Co-Chairman | Leadership education · Florida, Georgia, Midwest, New York, Southeast, Washington (from the bio) | email: dregan@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Early Founders | CEO Founders | Leadership | none on record | cressetcapital.com Fact |
| Eric Becker | Founder and Co-Chairman | Leadership private equity, real estate, impact · healthcare, technology · New York, North Carolina, Washington (from the bio) | email: ebecker@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Jessica Malkin | Executive Managing Director, Chief Growth Officer | Leadership industrials, technology, energy · Illinois, New York, Washington (from the bio) | email: jmalkin@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Jon Crow | Executive Managing Director, Head of Client Advisory Services | Leadership Minnesota, New York, Texas, Washington (from the bio) | email: jcrow@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Loyal A. Eldridge III | Executive Vice President | Leadership | phone: 269-382-5800 (published by the subject, Apr 29, 2026) phone: 2693825800 (published by the subject, Feb 3, 2026) | sec.gov Fact |
| Lucas Huizar | Executive Managing Director, General Counsel | Leadership technology, financial services · California, New York, Washington (from the bio) | email: lhuizar@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Mark Thompson | Executive Managing Director, Institutional Consulting | Leadership New York, Washington (from the bio) | email: mthompson@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Mark Tremblay | Executive Managing Director, Head of Family Office Services | Leadership direct investments · technology, financial services · Midwest, New York, Washington (from the bio) | email: mtremblay@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Melissa Karetny | Executive Managing Director, Chief People Officer | Leadership direct investments · technology · New York, Washington (from the bio) | email: mkaretny@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Michael Costabile | Executive Managing Director, Chief Financial Officer | Leadership healthcare, media · New York, Pennsylvania, Washington (from the bio) | email: mcostabile@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Susie Cranston | Chief Executive Officer | Leadership direct investments · financial services · New York, Washington (from the bio) | email: scranston@cressetcapital.com (verified by provider, Sep 12, 2026) | cressetcapital.com Fact |
| Explore Topics | Advisor | Other | none on record | cressetcapital.com Fact |
Office contact points
Office address: 136 E MICHIGAN AVE STE 1201, Kalamazoo, MI, 49007-3936 (published by the subject) sec.gov
Investment mandate
inferred only: public equity book 1016416855.0, direct investment team 4
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public equity book
- $1.0B Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Direct investment team
- 4 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings
Top 40 positions of 224 for the quarter ended Mar 31, 2026; $854M shown of $1.0B reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| SPDR S&P 500 ETF Trust | Com | $251M | 386,499 | 24.7% |
| Vanguard FTSE Developed Markets ETF | Com | $80.7M | 1,259,848 | 7.9% |
| iShares Core MSCI Emerging Markets ETF | Com | $72.4M | 1,037,651 | 7.1% |
| FlexShares Mstar Glbl Upstream Nat Res ETF | Com | $66.6M | 1,206,798 | 6.5% |
| iShares MSCI Emerging Markets ETF | Com | $58.2M | 1,024,087 | 5.7% |
| WisdomTree US Quality Dividend Growth Fund | Com | $45.9M | 522,039 | 4.5% |
| iShares US Real Estate ETF | Com | $29.1M | 307,253 | 2.9% |
| iShares Core US Aggregate Bond | Com | $23.8M | 240,099 | 2.3% |
| NVIDIA Corp | Com | $16.3M | 93,714 | 1.6% |
| Vanguard Russell 1000 Growth ETF | Com | $14.2M | 129,028 | 1.4% |
| Apple Inc | Com | $13.3M | 52,335 | 1.3% |
| iShares MSCI Eurozone ETF | Com | $13.2M | 210,259 | 1.3% |
| Dimensional US Small Cap ETF | Com | $13.0M | 183,113 | 1.3% |
| Microsoft Corp | Com | $13.0M | 35,069 | 1.3% |
| VG Short-Term Inflation Protected Sec ETF | Com | $10.9M | 217,973 | 1.1% |
| iShares MSCI USA Quality Factor ETF | Com | $8.3M | 43,472 | 0.8% |
| Vanguard S&P 500 ETF | Com | $8.1M | 13,496 | 0.8% |
| iShares National Muni Bond ETF | Com | $7.9M | 74,306 | 0.8% |
| Amazon.com Inc | Com | $7.5M | 36,149 | 0.7% |
| Alphabet Inc Cl A | Com | $6.4M | 22,155 | 0.6% |
| iShares TIPS Bond ETF | Com | $6.2M | 55,847 | 0.6% |
| JPMorgan Chase & Company | Com | $5.9M | 20,206 | 0.6% |
| Alphabet Inc Cl C | Com | $5.7M | 19,999 | 0.6% |
| Broadcom Inc | Com | $5.7M | 18,460 | 0.6% |
| Mastercard Inc | Com | $5.7M | 11,380 | 0.6% |
| KLA Corporation | Com | $5.4M | 3,683 | 0.5% |
| Linde PLC | Com | $5.3M | 10,772 | 0.5% |
| Vanguard Small Cap ETF | Com | $4.9M | 18,689 | 0.5% |
| ConocoPhillips | Com | $4.9M | 36,909 | 0.5% |
| Amphenol Corporation | Com | $4.7M | 37,166 | 0.5% |
| Vanguard Extended Market ETF | Com | $4.5M | 21,898 | 0.4% |
| RTX Corp | Com | $4.4M | 22,888 | 0.4% |
| Tesla Motors Inc | Com | $4.4M | 11,826 | 0.4% |
| Meta Platforms Inc | Com | $4.3M | 7,442 | 0.4% |
| iShares MSCI ACWI Index Fund ex US | Com | $4.1M | 59,892 | 0.4% |
| Eli Lilly & Company | Com | $3.8M | 4,151 | 0.4% |
| Lowe's Companies Inc | Com | $3.8M | 15,908 | 0.4% |
| NextEra Energy Inc | Com | $3.7M | 39,371 | 0.4% |
| iShares Russell 1000 ETF | Com | $3.6M | 10,208 | 0.4% |
| Moody's Corporation | Com | $3.5M | 7,951 | 0.3% |
Changes between the last two quarters
- Mar 31, 2026 Connable Office Inc exited Berkshire Hathaway Inc Cl A (was $19,624,800, 26 shares) sec.gov
- Mar 31, 2026 Connable Office Inc reduced iShares MSCI USA Quality Factor ETF 64,103 -> 43,472 shares ($12,732,138 -> $8,338,364) sec.gov
- Mar 31, 2026 Connable Office Inc increased Abbott Labs 15,033 -> 20,112 shares ($1,883,485 -> $2,064,899) sec.gov
- Mar 31, 2026 Connable Office Inc opened a $2,141,975 position in Visa Inc Cl A (7,087 shares) sec.gov
- Mar 31, 2026 Connable Office Inc reduced RTX Corp 32,058 -> 22,888 shares ($5,879,437 -> $4,415,095) sec.gov
- Mar 31, 2026 Connable Office Inc opened a $13,024,828 position in Dimensional US Small Cap ETF (183,113 shares) sec.gov
- Mar 31, 2026 Connable Office Inc exited Autodesk Inc (was $2,669,122, 9,017 shares) sec.gov
- Mar 31, 2026 Connable Office Inc reduced salesforce.com Inc 17,612 -> 9,338 shares ($4,665,595 -> $1,743,124) sec.gov
- Mar 31, 2026 Connable Office Inc increased KKR & Co Inc 18,490 -> 27,580 shares ($2,357,105 -> $2,551,150) sec.gov
- Mar 31, 2026 Connable Office Inc increased iShares National Muni Bond ETF 54,182 -> 74,306 shares ($5,803,434 -> $7,887,582) sec.gov
- Mar 31, 2026 Connable Office Inc increased EOG Resources Inc 14,215 -> 17,794 shares ($1,492,717 -> $2,572,479) sec.gov
- Mar 31, 2026 Connable Office Inc exited iShares MBS ETF (was $9,256,812, 97,215 shares) sec.gov
- Mar 31, 2026 Connable Office Inc increased iShares Russell 1000 ETF 4,398 -> 10,208 shares ($1,642,389 -> $3,639,764) sec.gov
- Mar 31, 2026 Connable Office Inc reduced Stryker Corporation 99,731 -> 9,688 shares ($35,052,455 -> $3,183,380) sec.gov
- Mar 31, 2026 Connable Office Inc increased iShares MSCI ACWI Index Fund ex US 43,844 -> 59,892 shares ($2,943,248 -> $4,100,805) sec.gov
- Mar 31, 2026 Connable Office Inc opened a $2,203,809 position in ServiceNow Inc (21,079 shares) sec.gov
- Dec 31, 2025 Connable Office Inc increased FlexShares Mstar Glbl Upstream Nat Res ETF 936,961 -> 1,248,153 shares ($41,020,153 -> $57,227,815) sec.gov
- Dec 31, 2025 Connable Office Inc reduced Spotify Technology SA 2,894 -> 2,115 shares ($2,020,012 -> $1,228,202) sec.gov
- Dec 31, 2025 Connable Office Inc exited iShares Russell 2000 Value Index (was $3,786,068, 21,413 shares) sec.gov
- Dec 31, 2025 Connable Office Inc increased salesforce.com Inc 9,369 -> 17,612 shares ($2,220,453 -> $4,665,595) sec.gov
- Dec 31, 2025 Connable Office Inc reduced iShares Core US Aggregate Bond 392,574 -> 263,590 shares ($39,355,544 -> $26,327,369) sec.gov
- Dec 31, 2025 Connable Office Inc exited ServiceNow Inc (was $2,655,928, 2,886 shares) sec.gov
- Sep 30, 2025 Connable Office Inc exited Union Pacific Corp (was $2,196,344, 9,546 shares) sec.gov
- Sep 30, 2025 Connable Office Inc exited Accenture PLC (was $2,073,699, 6,938 shares) sec.gov
- Sep 30, 2025 Connable Office Inc exited iShares MSCI EAFE ETF (was $15,323,144, 171,419 shares) sec.gov
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedConnable Office Inc: CONFIRMED_MFO -> CONFIRMED_MFO (The Connable Office describes itself as a multi-family office serving a limited number of client families.)ClassificationFactconnableoffice.com
- Sep 12, 2026Classification changedConnable Office Inc: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))ClassificationFactno URL
- Sep 11, 2026Classification changedConnable Office Inc: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)ClassificationInferenceno URL
- Sep 11, 2026Office discoveredConnable Office Inc files Form 13F (non_adviser_filer, $1,090,787,571 in 232 positions)DiscoveryInferencesec.gov
Sources and evidence
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 76 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (1 days)
Contactability
+40 named decision-makers (Loyal A. Eldridge III (Executive Vice President); Eric Becker (Founder and Co-Chairman); Avy Stein (Founder and Co-Chairman))
+30 verified business emails (15)
+20 verified business phones (2)
Data confidence
+10 website
+10 description
+10 people
+5 public holdings
+10 regulatory record
+20 independent sources (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+20 website
+30 independent sources (4 sources)
+30 analyst-verified
Research priority
+15 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($1,016,416,855)
+8 multi-family office
+0 rank (422)
Mandate confidence
no components; scored 0
Identity confidence
+90 classification (CONFIRMED_MFO (The Connable Office describes itself as a multi-family office serving a limited number of client families.))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 filed a 13F for a recent quarter (the entity operates; not deployment)
+25 a source-dated fact within 12 months (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Description | Cresset is a trusted Family Office & Private Wealth Management Firm for Entrepreneurs, CEO Founders, & UHNW Families. 237B+ AUM/AUA. True Fiduciary. | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Description | Cresset is a trusted Family Office & Private Wealth Management Firm for Entrepreneurs, CEO Founders, & UHNW Families. 237B+ AUM/AUA. True Fiduciary. | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Description | Cresset is a trusted Family Office & Private Wealth Management Firm for Entrepreneurs, CEO Founders, & UHNW Families. 237B+ AUM/AUA. True Fiduciary. | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Description | Cresset is a trusted Family Office & Private Wealth Management Firm for Entrepreneurs, CEO Founders, & UHNW Families. 237B+ AUM/AUA. True Fiduciary. | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar former name | HILBOLDT JAMES S WESTIN JAMES C & MELVIN JAMES C | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar former name | HILBOLDT JAMES S WESTIN JAMES C & LOVE JERRY B | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR,13F-HR/A,N-PX | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Filing address | 136 E MICHIGAN AVE STE 1201, Kalamazoo, MI, 49007-3936 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 136 E MICHIGAN AVE STE 1201, Kalamazoo, MI, 49007-3936 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 136 E MICHIGAN AVE STE 1201, Kalamazoo, MI, 49007-3936 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 136 E MICHIGAN AVE STE 1201, Kalamazoo, MI, 49007-3936 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 136 E MICHIGAN AVE STE 1201, Kalamazoo, MI, 49007-3936 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 136 E MICHIGAN AVE STE 1201, Kalamazoo, MI, 49007-3936 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | non_adviser_filer | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 224 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 232 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 220 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 224 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 217 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 227 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $1.0B | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $1.1B | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $1.1B | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $1.0B | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $939M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $966M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Kalamazoo, MI | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Kalamazoo, MI | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Kalamazoo, MI | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Kalamazoo, MI | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Kalamazoo, MI | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Kalamazoo, MI | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| News read | news-fo-1 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Office type (stated) | multi_family_office | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Office type (stated) | multi_family_office | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Office type (stated) | multi_family_office | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Office type (stated) | multi_family_office “A multi-family office operating as a State of Michigan chartered trust bank, the Connable Office serves a limited number of multi-generational client families” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) connableoffice.com | Fact |
| Office type (stated) | multi_family_office | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Site mentions | private_equity,venture | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Site mentions | private_equity,venture | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Site mentions | private_equity,venture | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Site mentions | private_equity,venture | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Team page url | https://cressetcapital.com/about/team/ | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Team page url | https://cressetcapital.com/about/team/ | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Team page url | https://cressetcapital.com/about/team/ | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Team page url | https://cressetcapital.com/about/team/ | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Website | connableoffice.com “office website connableoffice.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) connableoffice.com | Fact |
| Website | cressetcapital.com | Sep 12, 2026 | DFX model output (classification rules, scores, mandates, matches) cressetcapital.com | Inference |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Website read | site-fo-3 | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Website title | Cresset Private Wealth Management & Family Office Services | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Website title | Cresset Private Wealth Management & Family Office Services | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Website title | Cresset Private Wealth Management & Family Office Services | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |
| Website title | Cresset Private Wealth Management & Family Office Services | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) cressetcapital.com | Fact |