{ "crd_number": 155606, "slug": "cressey-and-company-lp-chicago-il-155606", "primary_business_name": "CRESSEY & COMPANY LP", "legal_name": "CRESSEY & COMPANY LP", "dbas": [], "city": "Chicago", "state": "IL", "country": "United States", "cbsa_code": "16980", "metro": { "cbsa_code": "16980", "common_name": "Chicago", "msa_name": "Chicago-Naperville-Elgin, IL-IN", "path": "/advisors/il/chicago" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 3553782457.0, "raum_discretionary": 3553782457.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 47, "advisory_employees": 23, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 3553782457.0, "count": 12 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "IL", "TN" ], "websites": [ "https://cresseyco.com", "https://linkedin.com/company/cressey-and-company" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155606", "city_as_filed": "CHICAGO", "url": "https://advisorcensus.com/firm/cressey-and-company-lp-chicago-il-155606", "display_name": "Cressey & Company LP", "summary": "Cressey & Company LP is an SEC-registered investment advisory firm in Chicago, IL, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Cressey & Company LP (CRD 155606): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Cressey & Company LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Cressey & Company LP reports these compensation arrangements: a percentage of assets under its management; other." }, { "q": "Where is Cressey & Company LP located?", "a": "Cressey & Company LP's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Cressey & Company LP registered with the SEC or a state?", "a": "Cressey & Company LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 155606." }, { "q": "How much does Cressey & Company LP manage?", "a": "Cressey & Company LP reports $3,553,782,457 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Cressey & Company LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Cressey & Company LP: Regulatory assets under management: $2,651,847,191 in the October 2021 data and $3,553,782,457 in the October 2026 data, up 34%. Total employees: 27 in October 2021 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Cressey & Company LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12)." }, { "q": "Does Cressey & Company LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155606" }, { "q": "What changed in Cressey & Company LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 20 to 23." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2651847191.0, "total_employees": 27, "filing_date": "2021-03-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2663874694.0, "total_employees": 28, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2348541264.0, "total_employees": 32, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3691127208.0, "total_employees": 48, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3622562807.0, "total_employees": 47, "filing_date": "2025-05-08" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3553782457.0, "total_employees": 47, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 20 to 23." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/cressey-and-company-lp-chicago-il-155606.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 12, "fewer_than_5": false, "raum": 3553782457.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155606", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }