Cresset Partners With Monticello Associates (Investment Advisory Combination)
August 22, 2025
Cresset, a multi-family office, announced a strategic partnership with Monticello Associates to expand Cresset’s institutional investment advisory capabilities. The Monticello Associates team will join Cresset, and the combined entity is expected to manage nearly $200 billion in assets, with the transaction expected to close later in 2025.
- Buyers
- Cresset
- Targets
- Monticello Associates
- Industry
- Financial Services
- Location
- Colorado, United States
- Transaction Type
- Growth capital
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