Nicholas
Parrish

Cresset Partners LLC

CRD#3274747
Investment Advisor
in Chicago, IL

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About this Advisor

Nicholas Parrish is a financial advisor operating out of Chicago, Illinois with 3 years of relevant experience. Parrish is an employee of Cresset Partners LLC. Over the course of their career, Parrish has held roles at Grosvenor Capital Management, L.P, Cresset Administrative Services Corporation, Foreside Fund Services, LLC and Foreside Financial Services, LLC. Parrish holds a Series 63 license, designating them as a securities representative, and is approved to work in Illinois. Cresset Partners LLC is a financial advisory firm operating out of Chicago, IL. It oversees $4 billion in assets under management among its 76 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The company provides portfolio management for pooled investment vehicles. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Cresset Partners LLC most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

3 years

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

444 W. Lake Street Suite 4700
Chicago, IL 60606

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Cresset Partners LLC Brokerage Details

Total Assets Under Management

$3,587,489,556

IL Average: $6,674,516,078
Total Number of Employees

16

IL Average: 44
Total Number of Accounts

76

IL Average: 2,564
Average Account Size

$47,203,810

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Nicholas Parrish Work History

Nicholas has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Foreside Fund Services, LLC

2018 - Present (6 years)

Cresset Administrative Services Corporation

2021 - 2021 (< 1 year)

Foreside Fund Services, LLC

2018 - 2019 (1 year)

Foreside Financial Services, LLC

2016 - 2018 (2 years)

Grosvenor Capital Management, L.P

2007 - 2016 (9 years)

Grosvenor Capital Management, L.P

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicholas Parrish to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cresset Partners LLC

Nicholas Parrish
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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