Investment adviser representative · Cresset Asset Management, LLC
Dimant N. Patel
CRD 7668905 · Chicago, IL
At a glance
Dimant N. Patel is an investment adviser representative with Cresset Asset Management, LLC in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dimant’s SEC record dates to 2022, about 3 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Cresset Asset Management, LLCSince December 2022Chicago, IL · $79B in regulatory assets
SEC adviser record
- Registered since
- 2022 (3 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dimant’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.