CRESSET ASSET MANAGEMENT
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which in 2018 surpassed $3 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity and other investment opportunities. Since Cresset’s inception in 2017, the firm has recruited more than 80 team members across six offices.
CRESSET ASSET MANAGEMENT
Social Links:
Industry:
Consulting Crowdfunding Financial Services Legal Real Estate
Founded:
2017-01-01
Status:
Active
Contact:
312.429.2400
Email Addresses:
[email protected]
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Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2021-07-27 | Asset Management Advisors | Asset Management Advisors acquired by Cresset Asset Management | N/A |
| 2019-05-02 | Cypress Wealth Advisors | Cypress Wealth Advisors acquired by Cresset Asset Management | N/A |
| 2019-03-19 | Evanston Advisors | Evanston Advisors acquired by Cresset Asset Management | N/A |
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2020-02-06 | True Capital Management | Cresset Asset Management investment in Corporate Round - True Capital Management | N/A |
Key Employee Changes
| Date | New article |
|---|---|
| 2019-12-20 | Cresset taps Malkin as EVP |