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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Illinois / Chicago HQ: Chicago, IL

Cresset Asset Management

$77.2B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($4.19B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Growth Equity, Co-Investment (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
25
5 Open Source Trails Below
Sum of Disclosed Rows
$4.19B
Total AUM: $77.2B
Median Disclosed Amount
$81.0M
Range: $15.0M – $511.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Cresset Asset Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
High Street Logistics Value Fund IAdviser 7.B Vehicle Real Estate 2025
$511.1M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hedosophia Partners VI L.P.Adviser 7.B Vehicle Buyout 2025
$480.0M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CIP IX-G Strategic Co-Inv Vehicle, LPAdviser 7.B Vehicle Co-Investment 2025
$444.4M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Northwood Real Estate Partners U.S. Real Estate Fund VIIAdviser 7.B Vehicle Real Estate 2025
$422.2M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Atlantic 2024Adviser 7.B Vehicle Growth Equity 2025
$422.2M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cresset Asset Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Cresset Asset Management (Chicago, IL) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($1388.8M allocation gap toward a 18.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-21

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cresset Asset Management

638 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cresset Asset Management (24 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 10 Shared Vehicles

Hanwha Life Insurance General Account

Insurance Company Seoul, South Korea
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pimco Tactical Credit Opportunities Fund V (2023 Vintage)
Cresset Asset Management: $113.0M · SEC Form ADV 7.B
Hanwha Life Insurance General Account: $132.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Platinum Equity Capital Partners, LP (2023 Vintage) · Pimco Tactical Credit Opportunities Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Janney Montgomery Scott

OCIO / Wealth RIA Philadelphia, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Platinum Equity Capital Partners, LP (2023 Vintage)
Cresset Asset Management: $105.0M · SEC Form ADV 7.B
Janney Montgomery Scott: $132.0M · SEC Form ADV 7.B

Additional shared vehicles: Pimco Tactical Credit Opportunities Fund V (2023 Vintage) · Playground Leader Fund, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Open Society Foundations

Private Foundation New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Playground Ventures III, L.P. (2023 Vintage)
Cresset Asset Management: $120.0M · SEC Form ADV 7.B
Open Society Foundations: $81.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pimco Tactical Credit Opportunities Fund V (2023 Vintage) · Platinum Equity Capital Partners, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+635 Additional Institutional LPs Report Shared Vehicles with Cresset Asset Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cresset Asset Management

You are viewing 5 open public preview records (out of 25 total tracked records for Cresset Asset Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (638 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Cresset Asset Management

Frequently Asked Questions: Cresset Asset Management

What type of institutional allocator is Cresset Asset Management and what is their typical disclosed ticket size?

Cresset Asset Management is categorized under Family Office / MFO (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Chicago, IL). Across 25 historical disclosure records tracked on Prilago ($4.19B total parsed USD across disclosed rows), the median disclosed amount is $81.0M (range: $15.0M to $511.1M).

Which private-market strategies appear in Cresset Asset Management's public disclosures?

Cresset Asset Management has disclosed records across Buyout, Private Credit, Real Estate, Growth Equity, Co-Investment. Open preview records include High Street Logistics Value Fund I (2025 Vintage), Hedosophia Partners VI L.P. (2025 Vintage), CIP IX-G Strategic Co-Inv Vehicle, LP (2025 Vintage), Northwood Real Estate Partners U.S. Real Estate Fund VII (2025 Vintage).

How are Cresset Asset Management's historical records substantiated and separated from active searches on Prilago?

Records for Cresset Asset Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Cresset Asset Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cresset-asset-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Cresset Asset Management?

In Prilago's bilateral commitment graph, Cresset Asset Management shares resolved underlying fund vehicles with 638 institutional LPs across 24 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Hanwha Life Insurance General Account (10 shared vehicles, e.g. Pimco Tactical Credit Opportunities Fund V (2023 Vintage)), Janney Montgomery Scott (10 shared vehicles, e.g. Platinum Equity Capital Partners, LP (2023 Vintage)), Open Society Foundations (9 shared vehicles, e.g. Playground Ventures III, L.P. (2023 Vintage)).

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