CRESSEY &amp; COMPANY LP

CRD

155606

SEC file #

801-73294

EIN

—

DBA names

—

Economics

AUM

$3.55B

AUM band

$1B+

AUM trajectory

'20 · $2.09B

'21 · $2.12B

'22 · $2.65B

'23 · $2.66B

'25 · $3.62B

'26 · $3.55B

'20'26

$2.09B → $3.55B▲ +70%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 21 advisors

'21 · 24 advisors

'22 · 23 advisors

'23 · 20 advisors

'25 · 20 advisors

'26 · 23 advisors

'20'26

21 advisors → 23 advisors▲ +10%

sec adv history

Primary office

CHICAGO IL

Branches

—

Custodian & Brokerage

Primary custodian

JPMorganlow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehicles

Fee basis

% of AUMOther Compensation

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

cresseyco.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CRESSEY & COMPANY LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

CRESSEY & COMPANY LLC

CRESSEY, BRYAN, CHARLES

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CRESSEYCO.COM

Rdap Domain Creation Date

2007-11-05T17:14:32Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Jpmorgan	24
E*trade	4

adv brochure

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-11-05T16:14:32Z

Rdap Domain Last Changed

2022-09-07T16:53:57Z

Rdap Nameservers

Ns37.domaincontrol.comNs38.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate