Cresset Partners LLC: A US-based private equity firm specializing in family-focused services and real estate.
Location
Chicago, IL, US
Founded
2017
Cresset Partners specializes in private equity investments, focusing on private capital, real estate, and sponsor products. The firm caters to ultra-high net worth families, founders, and entrepreneurs in the United States, offering a comprehensive family office approach. While specific investment sizes are not disclosed, Cresset manages over $50 billion in assets.
The firm's investment philosophy centers on elevating clients' financial wellbeing and simplifying lifestyle complexity. Cresset Partners has garnered recognition from Barron's Top Financial Advisors and Forbes Top Wealth Advisors, highlighting their expertise in wealth management. Their value-add services include a holistic family office approach, combining investment management with lifestyle services for their ultra-high net worth clientele.
Cresset Partners - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages