Cresset Investment Consulting, LLC
Holding CompanyMonticello Associates, LLC
About Cresset Investment Consulting, LLC
Cresset Investment Consulting, LLC is listed as Holding Company at Monticello Associates, LLC in Denver, CO. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Monticello Associates, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Cresset Investment Consulting, LLC work?
Cresset Investment Consulting, LLC is listed as Holding Company at Monticello Associates, LLC on SEC Form ADV.
How much of Monticello Associates, LLC does Cresset Investment Consulting, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Monticello Associates, LLC
| Title | Holding Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |