Member, Board of Directors CCM · Cresset Asset Management, LLC
Avy H. Stein
CRD 1462029 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Cresset Asset Management, LLC, an SEC-registered wealth manager based in Chicago, IL with $78.9 billion in regulatory assets, lists Avy H. Stein on its Form ADV as Member, Board of Directors CCM, a control person. The SEC filings also name Avy at 2 other registered advisers.
Firms and roles
- Cresset Asset Management, LLCMember, Board of Directors CCMWealth manager · Chicago, IL · $79B in regulatory assets
- Peakline Partners, LLCCo-Founder, Co-ChairmanPrivate fund adviser · Chicago, IL · $2.8B in regulatory assets
- Monticello Associates, LLCMember, Board of Directors CCMAsset manager · Denver, CO · $0M in regulatory assets
AtlasMembers
Avy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (20)
- Douglas P. ReganFounding Partner & Co-Chairman, Cresset Asset Management, LLC
- Jack A. AblinExecutive Managing Director, Founding Partner & Chief Investment Strategist, Cresset Asset Management, LLC
- Michael D. CostabileExecutive Managing Director, Chief Financial Officer, Cresset Asset Management, LLC
- Jessica G. MalkinExecutive Managing Director, Chief Growth Officer, Cresset Asset Management, LLC
- Susan C. HamiltonMember, Chief Executive Officer, Cresset Asset Management, LLC
15 more people named with Avy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 20 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Avy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.