# Avy Stein at Cresset Direct Investments

> Avy Stein, Founder and Co-Chairman at Cresset Direct Investments. The rounds they were named in and the filings that name them, each with its source.

Source: https://millionrounds.com/person/avy-stein (Millionrounds; every figure on the page links to its filing or article)

Chicago, US · Partner

# Avy Stein

Founder and Co-Chairman at [Cresset Direct Investments](https://millionrounds.com/fund/cresset-direct-investments)

Profile summary

- **Rounds named:** - none observed
- **Filings:** 20 with regulators
- **Podcasts:** 1 +1 mentions

What this record rests on

- **Named in rounds** No round names them yet
- ✓ **On filings** 20 filings with a regulator
- ✓ **Linked to a firm** At Cresset Direct Investments
- **Claimed** Not claimed yet

Titles come from filings their firm signed.

[Correct or remove](https://millionrounds.com/corrections?person=avy-stein)[Is this you? Claim it](https://millionrounds.com/claim?person=avy-stein)

## The firm

[**Cresset Direct Investments** Private equity · US **0** cheques in 12 months **0** all time **0** led unknown](https://millionrounds.com/fund/cresset-direct-investments)

## Where they are named on record

Filings

- SEC Form D · Other investment fund **Private Equity - FP Infra V, L.P.** Director of Manager of General Partner of Issuer since 2026
- SEC Form D · Private Equity fund **[Venture Capital](https://millionrounds.com/fund/venture-capital)** Director of Manager of General Partner of Issuer since 2026
- SEC Form D · Other investment fund **Mtge Opportunities Fund, L.P.** Director of Manager of General Partner of Issuer since 2026
- SEC Form D · Private Equity fund **[Bain Capital Private Equity](https://millionrounds.com/fund/bain-capital-private-equity)** Director of Manager of General Partner of Issuer on 3 filings · since 2026
- SEC Form D · Other investment fund **Stonelake VIII Access Fund, L.P.** Director of Manager of General Partner of Issuer since 2026
- SEC Form D · Hedge fund **[Altair](https://millionrounds.com/fund/altair)** Director of Manager of one or more parent entities of the Issuer on 3 filings · since 2026
- SEC Form D · Other investment fund **Venture Opportunity Series Fund, L.P. - Series 2** Director of Manager of General Partner of Issuer since 2026
- SEC Form D · Other investment fund **Venture Opportunity Series Fund, L.P. - Series 1** Director of Manager of General Partner of Issuer since 2026
- SEC Form D · Other investment fund **Private Equity - Layer Global I, L.P.** Director of Manager of General Partner of Issuer since 2026
- SEC Form D · Other investment fund **Private Equity - Layer Global I (TE), L.P.** Director of Manager of General Partner of Issuer since 2026
- SEC Form D · Other investment fund **Real Estate - PP III, L.P.** Director of Manager of General Partner of Issuer since 2026
- SEC Form D · Other investment fund **[Peakline](https://millionrounds.com/fund/peakline)** Executive Officer of one or more parent entities of the Issuer. since 2025
- SEC Form D · Hedge fund **[Altair](https://millionrounds.com/fund/altair)** Executive Officer of one or more parent entities of the Issuer on 3 filings · since 2025
- SEC Form D · Other investment fund **Meristem Global Equity Fund LLC** Executive officer of one or more parent entities of the Issuer. on 2 filings · since 2025
- SEC Form D · Other investment fund **Cresset High Yield Municipal Fund, LLC** Executive officer of one or more parent entities of the Issuer. on 2 filings · since 2025
- SEC Form D · Other investment fund **Cresset Partners Private Credit Fund, LLC** Executive officer of one or more parent entities of the Issuer. since 2024
- SEC Form D · Other investment fund **Cresset Real Estate BTR Fund I, LLC** Executive Officer of one or more parent entities of the Issuer. since 2024
- SEC Form D · Other investment fund **Cresset Employee Fund I, LLC** Executive officer of one or more parent entities of the Issuer. since 2024
- SEC Form D · Other investment fund **[(AD)Ventures](https://millionrounds.com/fund/ad-ventures)** Executive officer of one or more parent entities of the Issuer. on 3 filings · since 2024
- SEC Form D · Other investment fund **Cresset Partners Private Equity Opportunities I, LLC** Executive officer of one or more parent entities of the Issuer on 3 filings · since 2022

Each row is a document a firm filed with a regulator: somebody signed it, and it carries a date.

## Also at Cresset Direct Investments

- [**Christopher Boehm** Co-Founder, Executive Managing Director *0 rounds*](https://millionrounds.com/person/christopher-boehm)
- [**Eric Becker** Founder and Co-Chairman *0 rounds*](https://millionrounds.com/person/eric-becker)

## Hear them before you pitch them

- [Alt Goes Mainstream](https://millionrounds.com/podcasts/alt-goes-mainstream) · 2 Aug 2023 · 46 min Live from Allocate's Beyond Summit: $40B AUM Cresset's Avy Stein and Jordan Stein on how private markets are changing wealth management With [Avy Stein](https://millionrounds.com/person/avy-stein) Mentions [Samir Kaji](https://millionrounds.com/fund/samir-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 Listen on Apple PodcastsThe show's page

### Mentioned in

Episodes that name Avy Stein in their description, which is not the same as being on them.

- [How I Invest](https://millionrounds.com/podcasts/how-i-invest) · 5 Sept 2025 · 50 min E209: $70B AUM: How Cresset Delivers Alpha at Scale Mentions [Avy Stein](https://millionrounds.com/person/avy-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 Listen on Apple PodcastsThe show's page

Episodes of [the shows we follow](https://millionrounds.com/podcasts), matched by name. Not them? [Tell us](https://millionrounds.com/corrections?person=avy-stein).

## Find people like Avy

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