As of February 11, 2025, Cresset Partners is known as Peakline Partners. Please note some articles and press releases still reference Cresset Partners in the context of historical and time-sensitive business updates.
Insights, Private Capital, Venture Capital
How to Get Started in Private Investing: 5 Things to Know
Published October 2023. “How to get started in private investing?” It’s a popular search phrase in Google for good reason. An increasing number of investors
Insights, Private Capital
Getting to Know Our CPEO Fund
Published October 2023. Private equity has long appealed to investors seeking the potential for outsized investment returns, albeit with a longer time horizon and higher
Insights
Investing IRA and Retirement Assets in Private Funds: What Investors Need to Know
Published October 2023. Did you know that you can use retirement assets, including an individual retirement account (IRA) or 401(k), to invest in private assets
Insights, Private Capital
Private Equity Versus “Patient Capital”: What Entrepreneurs and Investors Need to Know
Published May 2023. For business owners seeking capital, and for investors looking to increase their allocations to private markets, there are different alternatives available, including
Insights
The 3 Types of Private Investors: Which one are you?
Published April 2023. Private investments have historically provided investors with outsized returns compared to public markets, without the angst of daily volatility. That said, securities
Insights
Reasons to Invest in Private Markets During Times of High Volatility
Published January 2023. Portfolios with higher allocations to private investments outperform Private market investing may offer benefits like an enhanced risk-return profile and further diversification
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