Cressey & Company Lp
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Overview
Cressey & Company Lp operates as a financial advisor company headquartered in Chicago, Illinois. Cressey & Company Lp handles $2.3 billion in assets across 10 accounts, making it one of the largest firms in the country by assets under management (AUM). It has a small team, including 24 financial advisors. Cressey & Company Lp is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and stocks.
Cressey & Company Lp oversees all of the firm's accounts in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without requiring client authorization. The company's average account size is $234.9 million. The average advisor at Cressey & Company Lp administers fewer than one client account, placing it among the most individualized advisor firms in the country.
Cressey & Company Lp's main office is at 155 N. Wacker Dr, Chicago, Illinois 60606. Cressey & Company Lp is registered to provide services to clients across a number of states, including Illinois and Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cressey & Company Lp by the Numbers
$2.3 billion
32
10
$234.9 million
Fee Structure
Fees for financial advice vary depending on which services the firm provides the client. However, fees charged by Cressey & Company Lp most likely consist of some blend of the following fee structures: asset-based or other. Cressey & Company Lp does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
It provides services to pooled investment vehicles. Out of its 10 customers, Cressey & Company Lp's biggest client group by number of accounts is pooled investment vehicles. None of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cressey & Company Lp does not have any disclosures.
Please visit its Form ADV for more details.
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