Cresset Announces Strategic Combination with Monticello Associates, Approaches $200 Billion in Assets

Cresset Announces Strategic Combination with Monticello Associates, Approaches $200 Billion in Assets

Monticello Associates provides highly specialized investment advisory services to prominent foundations, endowments, and family offices, and oversees $124 billion of non-discretionary client assets.

Cresset Merges with $124B Institutional Consulting Firm

The deal with Monticello Associates, expected to close later this year, boosts Cresset’s institutional advisory capabilities and brings the RIA’s total assets to nearly $200 billion.