Where they are named on record
Filings
- SEC Form D · Other investment fundPrivate Equity - FP Infra V, L.P.Director of Manager of General Partner of Issuersince 2026
- SEC Form D · Private Equity fundVenture CapitalDirector of Manager of General Partner of Issuersince 2026
- SEC Form D · Other investment fundMtge Opportunities Fund, L.P.Director of Manager of General Partner of Issuersince 2026
- SEC Form D · Private Equity fundBain Capital Private EquityDirector of Manager of General Partner of Issueron 3 filings · since 2026
- SEC Form D · Other investment fundStonelake VIII Access Fund, L.P.Director of Manager of General Partner of Issuersince 2026
- SEC Form D · Hedge fundAltairDirector of Manager of one or more parent entities of the Issueron 3 filings · since 2026
- SEC Form D · Other investment fundVenture Opportunity Series Fund, L.P. - Series 2Director of Manager of General Partner of Issuersince 2026
- SEC Form D · Other investment fundVenture Opportunity Series Fund, L.P. - Series 1Director of Manager of General Partner of Issuersince 2026
- SEC Form D · Other investment fundPrivate Equity - Layer Global I, L.P.Director of Manager of General Partner of Issuersince 2026
- SEC Form D · Other investment fundPrivate Equity - Layer Global I (TE), L.P.Director of Manager of General Partner of Issuersince 2026
- SEC Form D · Other investment fundReal Estate - PP III, L.P.Director of Manager of General Partner of Issuersince 2026
- SEC Form D · Other investment fundPeaklineExecutive Officer of one or more parent entities of the Issuer.since 2025
- SEC Form D · Hedge fundAltairExecutive Officer of one or more parent entities of the Issueron 3 filings · since 2025
- SEC Form D · Other investment fundMeristem Global Equity Fund LLCExecutive officer of one or more parent entities of the Issuer.on 2 filings · since 2025
- SEC Form D · Other investment fundCresset High Yield Municipal Fund, LLCExecutive officer of one or more parent entities of the Issuer.on 2 filings · since 2025
- SEC Form D · Other investment fundCresset Partners Private Credit Fund, LLCExecutive officer of one or more parent entities of the Issuer.since 2024
- SEC Form D · Other investment fundCresset Real Estate BTR Fund I, LLCExecutive Officer of one or more parent entities of the Issuer.since 2024
- SEC Form D · Other investment fundCresset Employee Fund I, LLCExecutive officer of one or more parent entities of the Issuer.since 2024
- SEC Form D · Other investment fund(AD)VenturesExecutive officer of one or more parent entities of the Issuer.on 3 filings · since 2024
- SEC Form D · Other investment fundCresset Partners Private Equity Opportunities I, LLCExecutive officer of one or more parent entities of the Issueron 3 filings · since 2022
Each row is a document a firm filed with a regulator: somebody signed it, and it carries a date.
Hear them before you pitch them
Live from Allocate's Beyond Summit: $40B AUM Cresset's Avy Stein and Jordan Stein on how private markets are changing wealth management
WithAvy Stein
MentionsSamir Kaji
About this episode
Welcome back to the Alt Goes Mainstream podcast. Recently, I had the pleasure of hosting a live podcast at the Allocate Beyond Summit , where I interviewed Avy Stein and Jordan Stein from Cresset . Allocate ’s founders Samir Kaji and Hana Yang brought together a fascinating and thoughtful group… More on the show's page
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E209: $70B AUM: How Cresset Delivers Alpha at Scale
MentionsAvy Stein
About this episode
In this episode, I speak with Avy Stein, Founder & Chairman of Cresset, a multi-family office known for its private markets access and co-investing model. We cover Avy’s path from Kirkland & Ellis lawyer to private-equity dealmaker, the Willis-Stein spinout from Continental Bank, why multi-strategy… More on the show's page
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