Insights

Recent Acquisitions Cresset's recent acquisition of CH Investment Partners presents a sales opportunity to cross-sell services to the newly acquired client base and expand the firm's offerings to better serve their needs.

Strategic Team Expansion Cresset's strategic hiring of key personnel like Nick Foster, Mark Rogozinski, and Liz Nesvold provides an opportunity to leverage their expertise to attract new clients, enhance service quality, and drive business growth through their networks and industry reputation.

Wealth Management Expertise With over $50 billion in assets under management, Cresset's wealth management expertise positions them as a trusted advisor for high-net-worth individuals and families, presenting an opportunity to offer tailored investment solutions and comprehensive financial planning services.

Industry Recognition Being frequently ranked as a top RIA Firm by Barron's and Forbes, Cresset's industry recognition strengthens its credibility and presents a sales opportunity to leverage this reputation to attract new clients who value excellence and proven track record in financial services.

Tech-Enabled Solutions Cresset's tech stack including Google Ads, LinkedIn Insight Tag, and WordPress enables targeted marketing campaigns, data-driven insights, and online presence enhancements, offering a sales opportunity to showcase innovative solutions and attract tech-savvy clients seeking digital financial services.

Cresset Tech Stack

Cresset uses 8 technology products and services including Microsoft Advertising, Hotjar, Cloudflare, and more. Explore Cresset's tech stack below.

  • Microsoft Advertising
    Advertising
  • Hotjar
    Analytics
  • Cloudflare
    Content Management System
  • ADP
    Human Resource Management System
  • Lazy.js
    Javascript Frameworks
  • Python
    Programming Languages
  • RealPage
    Real Estate Marketing
  • IBM DataPower
    Security

Media & News

Cresset's Email Address Formats

Cresset uses at least 1 format(s):
Cresset Email FormatsExamplePercentage
FLast@cressetcapital.comJDoe@cressetcapital.com
97%
First.Last@cressetcapital.comJohn.Doe@cressetcapital.com
1%
FirstLast@cressetcapital.comJohnDoe@cressetcapital.com
1%
LastFirst@cressetcapital.comDoeJohn@cressetcapital.com
1%

Frequently Asked Questions

Where is Cresset's headquarters located?

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Cresset's main headquarters is located at 444 W. Lake Street Suite 4700 Chicago, IL 60606 US. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is Cresset's stock symbol?

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Cresset is a publicly traded company; the company's stock symbol is N/A.

What is Cresset's official website and social media links?

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Cresset's official website is cressetcapital.com and has social profiles on LinkedIn.

How much revenue does Cresset generate?

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As of December 2024, Cresset's annual revenue reached $75M.

What is Cresset's NAICS code?

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Cresset's NAICS code is 52 - Finance and Insurance.

How many employees does Cresset have currently?

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As of December 2024, Cresset has approximately 418 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer And Founder: D. P.Chief People Officer: A. M.Chief Technology Officer: P. A.. Explore Cresset's employee directory with LeadIQ.

What industry does Cresset belong to?

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Cresset operates in the Financial Services industry.

What technology does Cresset use?

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Cresset's tech stack includes Microsoft AdvertisingHotjarCloudflareADPLazy.jsPythonRealPageIBM DataPower.

What is Cresset's email format?

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Cresset's email format typically follows the pattern of . Find more Cresset email formats with LeadIQ.

When was Cresset founded?

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Cresset was founded in 2017.
Cresset

Cresset

Financial ServicesIllinois, United States201-500 Employees

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $60 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA Firm.

Registration does not imply a certain level of skill or training. Additional information about Cresset Asset Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov (CRD No. 288566). 

Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

For information related to awards and ranks, visit our awards page: https://cressetcapital.com/disclosures/

Section iconCompany Overview

Headquarters
444 W. Lake Street Suite 4700 Chicago, IL 60606 US
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Cresset's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Cresset's revenue is in the range of $50M$100M

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