Cresset

Overview

Cresset is a multi-family office and private investment firm that provides comprehensive wealth management services to high-net-worth clients. Founded in 2017 by Eric Becker and Avy Stein, the firm manages approximately $235 billion in assets under management and advisement. Cresset offers a range of services, including private equity, real estate, and venture capital investments, tailored to meet the unique needs of its clients. The firm's investment strategy focuses on partnering with customer-centric growth companies across various sectors, including technology, healthcare, consumer products, and financial services. Cresset invests in companies at different stages, from early-stage ventures to late-stage buyouts, with investment sizes ranging from $5 million to $25 million. The firm emphasizes a collaborative approach, working closely with portfolio companies to drive value creation and long-term success. Cresset's leadership team, led by Co-Chairman Eric Becker, brings extensive experience in private equity and investment management. Prior to founding Cresset, Becker co-founded Sterling Partners in 1983, a value-added, growth private equity firm that raised over $5.7 billion in capital. He also founded the Caretta Group in 2015, a private investment firm that invests in and partners with customer-focused growth companies. Becker's philanthropic efforts include supporting Launch Chapel Hill, a venture lab at the University of North Carolina at Chapel Hill, and serving on the board of the Positive Coaching Alliance, an organization that supports youth in low-income neighborhoods. Cresset's commitment to excellence and client-centric approach has established it as a prominent player in the wealth management and private investment sectors, providing clients with tailored solutions and access to a diverse range of investment opportunities.

Investment Focus

• High-net-worth individuals and families seeking comprehensive wealth management services.