Nashville, TN 17th Avenue South Office

Cresset Asset Management is a multi-disciplinary investment adviser that manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. Its services include wealth management and financial planning, discretionary and non‑discretionary portfolio management, retirement plan consulting, family office services through an affiliate, and advisory services to private funds.

The firm describes a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income and a range of alternatives (including private equity, private credit, real estate and digital assets). The brochure also discloses the use of third‑party managers and newer tools such as artificial intelligence and machine‑learning for research and analysis, while highlighting continued monitoring and periodic client reviews.

Cresset’s profile includes several features that distinguish it from many peers: it sponsors and advises private funds (including carried‑interest arrangements), operates a wrap‑fee program that is generally closed to new clients with certain grandfathered participants, and discloses legacy client transfers and related fee differences from predecessor advisers. The firm is also part of a broader affiliate network—which includes a South Dakota trust company, a Michigan non‑depository bank with trust powers, a pension consulting affiliate acquired via Monticello, and an affiliated insurance brokerage—and the brochure expressly notes use of derivatives and hedging that, in some cases, may trigger Commodity Futures Trading Commission registration or other commodity‑trading considerations.