Founding Partner & Co-Chairman · Cresset Asset Management, LLC
Douglas P. Regan
CRD 1835392 · Named on Form ADV at one SEC-registered adviser
At a glance
Cresset Asset Management, LLC, an SEC-registered wealth manager based in Chicago, IL with $78.9 billion in regulatory assets, lists Douglas P. Regan on its Form ADV as Founding Partner & Co-Chairman, a control person.
Firms and roles
- Cresset Asset Management, LLCFounding Partner & Co-ChairmanWealth manager · Chicago, IL · $79B in regulatory assets
AtlasMembers
Douglas’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 the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (13)
- 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
- Mayo A ShattuckMember, Board of Directors CCM, Cresset Asset Management, LLC
8 more people named with Douglas on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Douglas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.