# CRESSET ASSET MANAGEMENT, LLC

CRESSET ASSET MANAGEMENT, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 288566
- Type: SEC-registered investment adviser
- SEC file number: 801-110753
- Location: 444 W. LAKE STREET, SUITE 4700, CHICAGO, IL, 60606
- Phone: 312-429-2400
- Latest filing: 2026-05-21
- Regulatory AUM: $78.9B
- Discretionary AUM: $77.2B
- Non-discretionary AUM: $1.8B
- Clients: 496
- Accounts: 32,894

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (39)

_Showing 25 of 39 people._

| Name | Role | Location |
| --- | --- | --- |
| Karl Henry Heckenberg | MEMBER, BOARD OF DIRECTORS CCM | Chicago, IL |
| Paul Eric Tramontano | MEMBER, BOARD OF DIRECTORS CCM | New York, NY |
| William Alan Rudnick | EXECUTIVE MANAGING DIRECTOR, CHIEF LEGAL OFFICER | — |
| Avy Howard Stein | MEMBER, BOARD OF DIRECTORS CCM | — |
| Eric David Becker | MEMBER, BOARD OF DIRECTORS CCM | — |
| Mayo A Shattuck | MEMBER, BOARD OF DIRECTORS CCM | — |
| John Peter Amboian | MEMBER, BOARD OF DIRECTORS CCM | — |
| Douglas Patrick Regan | FOUNDING PARTNER & CO-CHAIRMAN | — |
| Jack Alan Ablin | CHIEF INVESTMENT OFFICER & FOUNDING PARTNER; EXECUTIVE MANAGING DIRECTOR, FOUNDING PARTNER & CHIEF INVESTMENT STRATEGIST | — |
| Michael David Costabile | EXECUTIVE MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER | — |
| Jessica Gale Malkin | EXECUTIVE MANAGING DIRECTOR, CHIEF GROWTH OFFICER | — |
| Susan Cranston Hamilton | MEMBER, CHIEF EXECUTIVE OFFICER; PRESIDENT; PRESIDENT & CHIEF OPERATING OFFICER | — |
| Amy Hong | EXECUTIVE MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; EXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | Chicago, IL |
| Michael Richard Silverman | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| Brenton Grady Durham | MEMBER, BOARD OF DIRECTORS CCM | — |
| REGAN DOUGLAS PATRICK | CHIEF EXECUTIVE OFFICER; CO-CHAIRMAN OF ADVISORY BOARD; CO CHIEF EXECUTIVE OFFICER (+2 more) | — |
| AMBOIAN JOHN PETER | BOARD OF DIRECTORS | — |
| JACKSON DAVID D | CHIEF EXPERIENCE OFFICER | — |
| MILLS WILLIAM THOMAS | CHIEF FINANCIAL OFFICER | — |
| ABLIN JACK ALAN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & FOUNDING PARTNER | — |
| STEIN RICHARD HOWARD | BOARD OF DIRECTORS; MANAGER; MANAGER, MEMBER | — |
| TRAMONTANO PAUL ERIC | BOARD OF DIRECTORS | — |
| BECKER DAVID | BOARD OF DIRECTORS; ELECTED MANAGER; MANAGER, MEMBER | — |
| LIDAWER DANIEL BARUCH | CHIEF ADMINISTRATIVE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| PAGLIUCO ROBERT STEVEN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288566/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288566/similar
- Related entities: https://search.stillhousedata.com/firm/288566/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288566

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
