Cresset Capital Management, LLC

Overview

Cresset Capital Management LLC is identified in an SEC Form D filing as a Delaware limited-liability company issuer.¹ The firm describes its model as a multi-family office and private investment firm.⁴ Its principal place of business is listed as Chicago, United States.²

History

Cresset Capital Management LLC was founded in 2017 by Eric Becker and Avy Stein.³

Leadership

Eric Becker is Founder and Co-Chairman.¹¹ Avy Stein is Founder and Co-Chairman.¹² Susie Cranston is Chief Executive Officer.¹³ Doug Regan is Founding Partner and Co-Chairman.¹⁴ Jack Ablin, CFA, is Executive Managing Director, Vice Chairman and Founding Partner.¹⁵ Patrick Regan, CFA, MBA, is Managing Director and Deputy CIO.¹⁶ Jessica Malkin is Executive Managing Director and Chief Growth Officer.¹⁷ Amy Hong is Executive Managing Director, Chief Operating Officer and Chief Compliance Officer.¹⁸ Michael Costabile is Executive Managing Director and Chief Financial Officer.¹⁹

Services

Cresset presents private wealth management, financial planning, investment advisory, wealth strategy, tax strategy and planning, estate planning, trust services, philanthropic planning and family governance as services.⁵ It also presents private investment opportunities, concentrated-stock strategies, tax-efficient diversification, liquidity and exit planning, private banking, insurance advisory and CFO services.⁶

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Risk and insurance
• Business owner services

Client focus

Cresset identifies ultra-high-net-worth and multigenerational families as target client groups.⁷ It also identifies CEO founders, entrepreneurs, family-business owners, private-equity partners, professional athletes, entertainers and women with wealth as client segments.⁸

Investment philosophy and approach

The firm says its approach connects wealth advice with clients’ broader life goals.⁹ Cresset states that its vision is to optimize wealth and elevate life by giving clients time, clarity and trusted partnership.¹⁰

FAQs

Related resources

• LocationMultifamily offices in Virginia

  This page helps compare multifamily office options serving families in Virginia. It may help a Chicago based family or entrepreneur see how regional providers differ in investment management, planning, fiduciary work, and family education before assessing Cresset's service scope.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate decisions. Readers considering a firm with estate planning, tax planning, trust and fiduciary, or philanthropy services can use these materials to identify topics for discussion with an adviser.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Its materials can help business owners and family decision makers understand governance, education, philanthropy, and long term coordination when reviewing a multifamily office serving entrepreneurs.

• GuideThe annual MFO review

  The annual MFO review provides a reference point for understanding multifamily office firms and market activity. A reader can use it alongside Cresset's stated services to frame questions about investment management, family governance, risk planning, and support for business owners.

• Similar firmsVested Partners: A Multi-Family Office
  Canal Capital Management, LLC
  Autumn Wind Asset Management

  Profiles for Vested Partners, Canal Capital Management, and Autumn Wind Asset Management offer additional firms to compare on this site. Reviewing their descriptions can help a family or entrepreneur organize questions about planning, fiduciary services, investment management, and the range of client support available.

Sources

1. SEC Form D filing , accessed/as of July 17, 2023.
2. SEC Form D filing , accessed/as of July 17, 2023.
3. Cresset announcement and [Cresset history](https://cressetcapital.com/about/), accessed/as of July 11, 2019 and October 23, 2026.
4. Cresset About and [Cresset announcement](https://cressetcapital.com/articles/news/cresset-surpasses-5-billion-in-assets-under-management-in-less-than-two-years/), accessed/as of October 23, 2026 and July 11, 2019.
5. Cresset , accessed/as of October 23, 2026.
6. Cresset , accessed/as of October 23, 2026.
7. Cresset and [Cresset About](https://cressetcapital.com/about/), accessed/as of October 23, 2026.
8. Cresset and [Cresset About](https://cressetcapital.com/about/), accessed/as of October 23, 2026.
9. Cresset and [Cresset About](https://cressetcapital.com/about/), accessed/as of October 23, 2026.
10. Cresset About , accessed/as of October 23, 2026.
11. Cresset About , accessed/as of October 23, 2026.
12. Cresset About , accessed/as of October 23, 2026.
13. Cresset About , accessed/as of October 23, 2026.
14. Cresset About , accessed/as of October 23, 2026.
15. Cresset About , accessed/as of October 23, 2026.
16. Cresset About , accessed/as of October 23, 2026.
17. Cresset About , accessed/as of October 23, 2026.
18. Cresset About , accessed/as of October 23, 2026.
19. Cresset About , accessed/as of October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.