Cresset Partners

Cresset Partners, LLC, established in 2017 and headquartered in Chicago, Illinois, is a principle investment firm specializing in direct and curated private investments. The company focuses on multi-family real estate investments, targeting properties in lease-up, development equity, preferred equity, value-add, urban, and first-ring suburban locations. Additionally, Cresset invests in private equity, with a preference for businesses in the financial services, healthcare, technology, education, and business and consumer services sectors, typically with over $5 million in EBITDA. The firm seeks GP and LP investment positions, with a holding period of seven to ten years, and usually invests between $10 million and $100 million. Cresset aims to provide access to top talent, ideas, and investment opportunities, previously available only to the largest single-family offices and endowments.

Patrick Canning

Managing Director and Vice Chairman

John Geis

Managing Director

7 past transactions

Enveda Biosciences

Series C in 2024
Enveda Biosciences is a biotechnology company focused on drug discovery through the exploration of chemical diversity found in nature. Utilizing AI-powered tools, the company develops a robust database of chemical molecules derived from living organisms. Enveda's platform integrates machine learning, metabolomics, and robotics to analyze natural samples for their chemical structures and biological activities. This innovative approach allows for the efficient identification of potential new medicines, including antibiotics and hypotensives, without the need for isolating individual compounds or conducting extensive experiments. By harnessing nature's hidden chemistry, Enveda aims to accelerate the development of novel therapeutics for the healthcare industry.

CH Investment Partners

Acquisition in 2024
CH Investment Partners is a multi-family office based in Dallas, Texas, established in 2011. The firm serves ultra-high net worth families, providing tailored investment advisory services. It operates under a cooperative model, focusing on the unique needs of a select group of families across the nation. CH Investment Partners specializes in developing customized investment portfolios, leveraging a range of asset classes, including private equity, hedge funds, and equities. The executive management team oversees the assets managed by the firm, ensuring a personalized approach to investment management.

American Pain Consortium

Venture Round in 2024
Provider of tailored pain management services intended to treat chronic and acute pain conditions. The company's diagnostic imaging, infusion therapy, nerve stimulation and physical therapy services are offered through onsite surgery centers, enabling patients to get comprehensive medical treatment and pain management for a healthy life.

Asset Management Advisors

Acquisition in 2021
Asset Management Advisors offers wealth management services to high-net-worth individuals, families, trusts, and foundations.

True Capital Management

Corporate Round in 2020
True Capital Management is a multi-family office and wealth management firm based in San Francisco, California, founded in 2006. The firm specializes in providing business management and investment advisory services tailored to the needs of professional athletes, entertainers, and high net worth individuals. True Capital offers a comprehensive suite of services, including financial planning, business and risk management, and investment opportunities, all designed to empower clients in managing and growing their wealth. With an open architecture wealth management platform, the firm emphasizes a holistic approach to life management, aiming to support clients throughout their financial journey, including retirement planning. As a Registered Investment Adviser, True Capital Management is committed to delivering personalized and strategic wealth management solutions.

Cypress Wealth Advisors

Acquisition in 2019
Cypress Wealth Advisors, LLC is a financial services firm based in San Francisco, California, that specializes in investment management and comprehensive wealth advisory services for high net worth individuals and families. The firm provides tailored investment solutions, including analysis of existing holdings, asset allocation recommendations, and performance measurement, while ensuring access to diverse investment opportunities across various asset classes. Additionally, Cypress Wealth Advisors offers multi-generational wealth planning, encompassing estate and tax coordination, philanthropic facilitation, and family educational sessions. The firm also delivers tax consultation services, including tax preparation, planning, and audit defense. Established in 2004, Cypress Wealth Advisors aims to preserve and maximize wealth for its clients, facilitating successful wealth transfers across generations. As of May 2019, it operates as a subsidiary of Cresset Asset Management LLC.

Evanston Advisors

Acquisition in 2019
Evanston Advisors is a financial services firm that specializes in investment management, financial planning, family office services, and business consulting. The company focuses on delivering comprehensive financial advisory and consultation services to individuals and families. By leveraging extensive expertise, Evanston Advisors develops tailored investment strategies aimed at meeting the unique needs of its clients.
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