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Recent Acquisitions Cresset Capital has recently acquired Chinvestments for $6.2B and added $5 billion in managed assets from San Francisco-based teams. This indicates a strong growth trajectory and potential cross-selling opportunities within the expanded client base.

Key Personnel Expansion Cresset Capital has made strategic hires in key positions, including a Chief Commercial Officer, Managing Director, Head of Private Credit, Executive Managing Director of Family Office Services, and President. This signals a focus on bolstering expertise and leadership to drive business development initiatives effectively.

High Financial Health With revenues estimated between $50M - $100M and a track record of successful acquisitions, Cresset Capital demonstrates financial stability and significant investment capacity. This presents opportunities for partnership agreements and collaboration on large-scale projects.

Sustainable Growth Strategy Cresset Capital's dedication to reinventing the wealth experience and surpassing $50 billion in assets under management showcases a sustainable growth strategy. Sales development representatives can leverage this reputation to attract high-net-worth clients seeking personalized wealth solutions.

Tech-Driven Approach Utilizing tech tools like Google Ads, WordPress, and Chart.js, Cresset Capital embraces a tech-driven approach. This positions them as innovative and digitally savvy, making them an appealing choice for clients looking for modern, efficient financial services solutions.

Similar companies to Cresset

Cresset Tech Stack

Cresset uses 8 technology products and services including Google Ads, Linkedin Insight Tag, WordPress, and more. Explore Cresset's tech stack below.

  • Google Ads
    Advertising
  • Linkedin Insight Tag
    Analytics
  • WordPress
    Content Management System
  • ADP
    Human Resource Management System
  • Chart.js
    Javascript Graphics
  • PHP
    Programming Languages
  • ARGUS
    Real Estate Marketing
  • HSTS
    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 4 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 October 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 October 2024, Cresset has approximately 416 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief People Officer: A. M.Chief Information Security Officer: J. B.Chief Operating Officer: R. C.. 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 Google AdsLinkedin Insight TagWordPressADPChart.jsPHPARGUSHSTS.

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 $50 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 name of Cresset Sports & Entertainment, 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 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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