CRESSEY & COMPANY LP

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 48 50.00%
of those in investment advisory functions 21 -12.50%
Registration SEC, Approved, 03/30/2012
AUM* 3,691,127,208 57.17%
of that, discretionary 3,691,127,208 57.17%
Private Fund GAV* 3,867,583,642 64.68%
Avg Account Size 283,932,862 20.90%
SMA’s No
Private Funds 13 3
Contact Info 312 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 761M 381M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count13 GAV$3,867,583,642

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser ETHOS CAPITAL LP Hedge Fund- Liquidity Fund- Private Equity Fund2.8b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.8b AUM2.5b #Funds4
Adviser NEWSPRING CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund3.2b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.2b AUM3.1b #Funds26
Adviser MAINSAIL PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund2.3b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.3b AUM2.3b #Funds10
Adviser QHP CAPITAL, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund3.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.1b AUM2.7b #Funds9
Adviser AJ WEALTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.4b #Funds-
Adviser PALISTAR CAPITAL LP Hedge Fund- Liquidity Fund- Private Equity Fund1.8b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.8b AUM2.5b #Funds5
Adviser ACCESS HOLDINGS MANAGEMENT COMPANY LLC Hedge Fund- Liquidity Fund- Private Equity Fund2.7b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.7b AUM2.9b #Funds25
Adviser WELLSPRING CAPITAL MANAGEMENT GROUP LLC Hedge Fund- Liquidity Fund- Private Equity Fund3.5b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.5b AUM3.2b #Funds6
Adviser WESTERN TECHNOLOGY INVESTMENT (WTI) Hedge Fund- Liquidity Fund- Private Equity Fund1.9b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.9b AUM1.9b #Funds8
Adviser BIP WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund9.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV9.6m AUM2.8b #Funds2

Brochure Summary

Overview

Description of Registrant - Item 4.A C&C, a Delaware limited partnership and a registered investment adviser, is managed by an experienced private investment team focused on building leading middle-market healthcare businesses in partnership with experienced management teams. For nearly three decades across ten funds, Bryan Cressey has pursued investment opportunities within the rapidly growing healthcare industry. The principal owners of C&C are Bryan C. Cressey and Peter S. Ehrich. C&C has been in business since June 2008. Advisory Services Offered - Item 4.B C&C renders discretionary investment management services to privately offered funds (individually, a “Fund” and, collectively, the “Funds”) that are open for investment by financially sophisticated institutional and high net worth investors. The Funds generally focus on investments in the healthcare industry. Tailored Services - Item 4.C The services rendered by C&C to each Fund are dependent on the investment objectives of the respective Fund and are set forth in the private offering memoranda, limited partnership agreement, investment advisory agreement, side letters or other similar agreements negotiated with investors in the Fund (“Side Letters”) and other governing documents
of the relevant Fund (collectively, the “Governing Documents”). C&C’s investment advice and investment authority is tailored and limited to that which is permitted under each Fund’s Governing Documents. Investors in the Funds (generally referred to herein as “investors,” “partners” or “limited partners”) participate in the overall investment program for the applicable Fund, but in certain circumstances are excused from a particular investment due to legal, regulatory or other agreed-upon circumstances pursuant to the Governing Documents; for the avoidance of doubt, such arrangements generally do not and will not create an adviser-client relationship between C&C and any investor. The Funds or the relevant general partners of the Funds generally enter into Side Letters with certain investors that have the effect of establishing rights under, or altering or supplementing the terms (including economic or other terms) of, the Governing Documents with respect to such investors. Wrap Fee Programs - Item 4.D Given the nature of its advisory services, C&C does not participate in wrap fee programs. Client Assets Registrant Manages - Item 4.E As of December 31, 2023, C&C managed committed client assets of $3,437,000,000 on a discretionary basis and $0 on a non-discretionary basis.