Cresset

Overview

Chicago-based multi-family office and private investment platform.¹

Manages and advises family capital across public markets, private markets, planning, and family-office services.¹

Estimated AUM: $78B as of Apr 15, 2026¹
Capital pool: Multi-family office and private investment platform²
Investment model: A family office will employ a combination of in-house professionals, external partnerships, thorough research, and input from the family to make investment decisions.³
Investment approach: Wen Nottebohm, CFP® Managing Director, Wealth Advisor Atlanta I joined Cresset to help build a 100-year firm—because long-term commitment matters, not just for our team, but most importantly for our clients.⁴
Spending support: Not listed yet
Spending policy: Not listed yet
Asset allocation: Public evidence references these asset classes or allocation areas: private equity, venture capital, private credit, hedge funds, real estate, infrastructure, public markets, fixed income.¹
Performance: Not listed yet
Governance: Chris Chase Managing Director, Wealth Advisor San Francisco Joining Cresset empowered me to serve larger, more complex families with tailored solutions like estate planning and governance, while also helping me grow as an advisor and deliver even more value to clients.¹
Investment team: Often, a chief investment officer will work with an investment committee, which will include both financial professionals and members of the family.³
Unfunded commitments: Not listed yet
Source freshness: Last verified Jul 4, 2026 · Verified

Last verified Jul 4, 2026 from public career and organization materials.

Website (cressetcapital.com)Parent organization overview, Pool purpose, Estimated AUM, Asset allocation, Governance · checked Jul 4, 2026
Manual research (cressetcapital.com)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
Website (cressetcapital.com)Investment model, Investment team · checked Jul 4, 2026
Job posting (cressetcapital.com)Investment approach · checked Jul 4, 2026
Website (cressetcapital.com)Investment office page · checked Jul 4, 2026