Cresset Partners LLC
Welcome to Peakline Partners Curated direct private investment opportunities for individual and family office investors. Connect With US TotalAssets* $ 2 B Investors In Our Opportunities¹ 22500 + Completed Investments¹ 20 + Peakline Partners brings investors exclusive, fee-efficient private market opportunities typically reserved for institutions. Agile, Opportunistic Approach Our investment philosophy and approach enable us […]
In the firm's own words, from its website.
43 additional team members, 44 additional investments, funds and LPs, 15 events, 51 verified contacts (49 professional url, 2 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 2 departurespeople, 12 months
A team member departed 55 days ago. 2 departures on record in 12 months.
A partner leaving or arriving changes who decides, and who a founder or LP should call.
InferenceIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)For Founders, LPs, recruitersTeam →
People to know
View all people- Co-Founder, Executive Managing DirectorWhy: Founder of the firmProfile
- Co-Founder, Managing Director, Peakline Real Estate FundsWhy: Founder of the firmProfile
- Co-Founder, Executive Managing Director, Private CapitalWhy: Founder of the firmNo route on file yet
Relationship network
90 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Cresset Partners LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Cresset Partners LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
0 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- Sectors
- industrial
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- family office
Team
47 current, 5 departed
Decision makers
- Bill Rudnick · Co-Founder, Executive Managing DirectorWhy this person: Founder of the firm; Named with investment responsibility; Confirmed current on the firm's own site 2026-10-01LinkedIn or profile link on file (firm website, their bio on the firm's website), confirmed 2026-10-01, confidence 90%
- Jeff Cherner · Co-Founder, Managing Director, Peakline Real Estate FundsWhy this person: Founder of the firm; Named with investment responsibility; Confirmed current on the firm's own site 2026-10-01LinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%
- Christopher Gerard Boehm · Co-Founder, Executive Managing Director, Private CapitalWhy this person: Founder of the firm; Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. 2 with a route on file. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Co-Founder, Executive Managing Director
- Co-Founder, Executive Managing Director, Private Capital
- Co-Founder, Managing Director, Peakline Real Estate Funds
6 departed (kept with end dates)
- Marianne Jeannette Schmitt Hellauer · Trustee · Feb 1, 2016 to Sep 26, 2024 Inference
- Paul Eric Tramontano · Board Of Directors · Aug 1, 2024 to Aug 7, 2026 Fact
- Chris Boehm · Co-Founder, Executive Managing Director · ? to Sep 30, 2026 Inference
Contacts
2 firm phone, 49 professional url on record, each with its source. Values open with the complete profile.
Funds and LPs
47 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| True Capital Ventures II, LLC - Series B | Fund | 2023 adv first reported | Active deployment | $20.2M Sep 26, 2024 | 2 | unknown | unknown |
| True Capital Ventures II, LLC - Series D | Fund | 2023 adv first reported | Active deployment | $15.5M Sep 26, 2024 | 3 | unknown | unknown |
| True Capital Ventures, LLC - Series VI | Fund | 2023 adv first reported | Active deployment | $12.2M Sep 26, 2024 | 2 | unknown | unknown |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
0 co-investors · on 7 other DFX graphs
Co-investors
Across DFX and the capital chainon 7 other DFX graphs ShowHide
- Family office profile (matched by same CRD)
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Family Offices (2 records), Allocators, Independent Sponsors, Real Estate Funds, RIA and Wealth, Private Equity, Private Credit, matched by identifier. See which records
Cresset Partners LLC is the same institution as 8 records in Family Offices, Allocators, Independent Sponsors, Real Estate Funds, RIA and Wealth, Private Equity and Private Credit.
DFX found 8 relationships across 7 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
20 dated events, 75 observations from 3 sources
Timeline
- Aug 7, 2026Paul Eric Tramontano (Board Of Directors) no longer on Schedule A of Cresset Partners LLC
- Aug 7, 2026Robert Steven Pagliuco (Chief Compliance Officer) no longer on Schedule A of Cresset Partners LLC
- Aug 7, 2026Peakline Ventures LLC - Series 1 first reported on Form ADV by Cresset Partners LLC (Venture Capital Fund), GAV $12,971,990
- Aug 7, 2026Ventures II, LP first reported on Form ADV by Cresset Partners LLC (Venture Capital Fund), GAV $107,932,404
- Aug 7, 2026Ventures II Feeder, LLC first reported on Form ADV by Cresset Partners LLC (Venture Capital Fund), GAV $9,649,999
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Aug 7, 2026 · 34 private fundsShowHide
- Headquarters
- Chicago, ILadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- peakline.com
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Aug 7, 2026
- Private funds reported
- 34 (6 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $1.6Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $2.8Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 45
- Owners on Schedule A
- CP Midco, LLC (Holding Company), owns 75% or more; CP Parent, LLC (Holding Company), owns 75% or more
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 23, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 29% of 34 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 28% of 34 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 28% of 147 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC funds reported | Aug 7, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Aug 7, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Aug 7, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Sep 26, 2024 | Fact | Form ADV |
| First Form ADV filing | 2019-12-09 | Aug 7, 2026 | Fact | Form ADV |
| First Form ADV filing | 2019-12-09 | Sep 26, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-08-07 | Aug 7, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-08-07 | Aug 7, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-09-26 | Sep 26, 2024 | Fact | Form ADV |
| SEC status | Approved | Aug 7, 2026 | Fact | Form ADV |
| SEC status effective | 2020-01-10 | Aug 7, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Aug 7, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Sep 26, 2024 | Fact | Form ADV |
| Business phone | Aug 7, 2026 | Fact | Form ADV | |
| Business phone | Sep 26, 2024 | Fact | Form ADV | |
| Contact page url | Sep 30, 2026 | Fact | ||
| Contact page url | Sep 16, 2026 | Fact | ||
| Description | Sep 30, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 15, 2026 | Fact | ||
| Employees | 45 | Aug 7, 2026 | Fact | Form ADV |
| Employees | 42 | Sep 26, 2024 | Fact | Form ADV |
| Headquarters | Chicago, IL | Aug 7, 2026 | Fact | Form ADV |
| Headquarters | Chicago, IL | Sep 26, 2024 | Fact | Form ADV |
| Office address | Aug 7, 2026 | Fact | Form ADV | |
| Office address | Sep 26, 2024 | Fact | Form ADV | |
| Self-described type | Family office | Sep 30, 2026 | Fact | |
| Self-described type | Family office | Sep 16, 2026 | Fact | |
| Self-described type | Family office | Sep 15, 2026 | Fact | |
| Legal form | Limited Liability Company | Aug 7, 2026 | Fact | Form ADV |
| Other funds reported | 6 | Aug 7, 2026 | Fact | Form ADV |
| PE funds reported | 17 | Aug 7, 2026 | Fact | Form ADV |
| Private funds reported | 34 | Aug 7, 2026 | Fact | Form ADV |
| Private funds reported | 34 | Aug 7, 2026 | Fact | Form ADV |
| Private funds reported | 147 | Sep 26, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $1.6B | Aug 7, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $1.6B | Aug 7, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $6.2B | Sep 26, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $2.8B | Aug 7, 2026 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $5.8B | Sep 26, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Aug 7, 2026 | Fact | Form ADV |
| Stated sectors | industrial “sector words on the home page” | Sep 30, 2026 | Fact | |
| Stated sectors | industrial “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | industrial “sector words on the home page” | Sep 15, 2026 | Fact | |
| Team page | Sep 30, 2026 | Fact | ||
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 15, 2026 | Fact | ||
| Venture funds reported | 6 | Aug 7, 2026 | Fact | Form ADV |
| Venture funds reported | 6 | Aug 7, 2026 | Fact | Form ADV |
| Venture funds reported | 44 | Sep 26, 2024 | Fact | Form ADV |
| Website | Aug 7, 2026 | Fact | Form ADV | |
| Website | Sep 26, 2024 | Fact | Form ADV | |
| Website resolved domain | Sep 30, 2026 | Fact | ||
| Website resolved domain | Sep 16, 2026 | Fact | ||
| Website resolved domain | Sep 15, 2026 | Fact | ||
| Website resolved domain | Sep 14, 2026 | Fact | ||
| Site title | Sep 30, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 15, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShowHide
Registered adviser; venture funds are 29% of 34 private funds
- importance
- gav: 0.56 · funds: 1 · people: 1 · investments: 0 · scale basis: Venture-typed funds only (Private equity with venture activity): 47 funds, $712M of $712M reported · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
- emerging manager
- fund count: 47 · reported gav: $712M · first adv filing: 2019-12-09 · years since first filing: 6.8
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Adviser's first ADV filing2019-12-09source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: new companies, 12 mo.