CRESSEY & COMPANY LP

RIASEC RegisteredEst. 2012
Total AUM
$3.6B
Discretionary
$3.6B
100% of AUM
Avg account
$296M
Accounts
12
Employees
47
Advisory reps
6

Firm details

Headquarters
CHICAGO, Illinois
CRD number
155606
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cressey & Company LP operates as a private equity sponsor and manager of pooled investment vehicles for institutional clients. Structured as a limited partnership and SEC-registered since 2012, the firm primarily builds and manages private equity funds and serves as the general partner and managing member on those vehicles. Its advisory activity is focused on portfolio management for pooled funds rather than retail advisory or broad capital allocation across unrelated third-party strategies. The firm reports being an active ESG investor, which suggests ESG factors are incorporated into diligence and ongoing portfolio oversight for its private equity holdings. Fee arrangements include a percentage-of-AUM component alongside other fee structures typical for fund sponsors. Client relationships are concentrated and institutional in nature, reflecting the firm’s focus on raising and operating private equity funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • SCOTT MASKALUNAS

    Partner, CFOCRD 2840730

  • KERI KELLY

    Chief Compliance Officer and DirectorCRD 4890663

Contacts

3 of 4
  • PETER EHRICH

    Managing PartnerCRD 2520158

  • BRYAN CRESSEY

    Managing PartnerCRD 6020540

  • DAVID ROGERO

    Managing PartnerCRD 7082789

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
155 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth