Cresset Asset Management, LLC

North America Legal Chronicle. September 1, 2025

Cresset and Monticello Associates Announce Strategic Combination

By Laura Testa

Wachtell, Lipton, Rosen & Katz has advised Monticello Associates. Cresset, a client- and employee-owned multi-family office, has announced a strategic combination with Monticello Associates, an independent...

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North America Legal Chronicle. June 9, 2023

Cresset’s Merger with TRUE Capital Management

By Martina Bellini

ArentFox Schiff advised Cresset Asset Management, LLC on the deal. Cresset Asset Management (Cresset) and TRUE Capital Management (TRUE) announced that they have merged, creating a...

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North America Legal Chronicle. October 8, 2021

Cresset Asset Management’s Merger with Berman Capital Advisors

By Martina Bellini

Schiff Hardin LLP advised Cresset Asset Management on the deal. Cresset Asset Management, LLC announced its merger with Berman Capital Advisors, LLC, creating a $19.8 billion multi-family...

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Cresset and Monticello Associates Announce Strategic Combination

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Cresset’s Merger with TRUE Capital Management

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Cresset Asset Management’s Merger with Berman Capital Advisors

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