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Cresset Asset Management, LLC
Cresset Asset Management, LLC is a registered investment adviser headquartered in Chicago, Illinois. Founded in 2017, Cresset provides wealth management, investment advisory, family office, and financial planning services to individuals, families, and institutional clients. They serve both high-net-worth families and institutional investors, with a rapidly growing national presence and approximately 468 employees as of mid-2025.
Investment Strategy
Cresset Asset Management, LLC offers a holistic and customized investment approach, combining wealth management, investment advisory, and family office services. The firm serves individuals, families, and institutional clients, managing diversified portfolios and designing comprehensive solutions targeting public equities, private equity, real estate, and alternative investments. Cresset is known for its True Fiduciary® and Transparency Standards™, focusing on alignment with client objectives, robust risk management, and strategic asset allocation. The firm also provides specialized services related to liquidity events, business exits, and succession planning.
Latest 13F Filing Activity
Cresset Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,598 equity positions with a total 13F market value of $23B. The fund increased holdings in Erie Indty Co., Arista Networks Inc., SPDR S&P 500 Etf TR among other positions. Cresset Asset Management, LLC reduced exposure to Ishares TR, Blue Owl Capital Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (1,598)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ANET | ARISTA NETWORKS INC | 11.70% | $2.70B | 26,374,373 | $110.45 | $102.31 | +$675.3M |
S SPY | SPDR S&P 500 ETF TR | 9.14% | $2.11B | 3,404,170 | $455.45 | $617.85 | +$168.7M |
E ERIE | ERIE INDTY CO | 7.33% | $1.69B | 4,877,002 | $372.70 | $346.79 | +$958.6M |
I IVV | ISHARES TR | 5.79% | $1.34B | 2,151,759 | $453.41 | $620.90 | +$144.2M |
R RSP | INVESCO EXCHANGE TRADED FD T | 3.12% | $720.5M | 3,964,548 | $154.80 | $181.74 | +$29.8M |
Industry Allocation
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