Cresset Partners, a subsidiary of the well-known Cresset family office platform, has officially rebranded as Peakline Partners, marking a new chapter as an independent private investment firm.
Despite the name change, Peakline will continue serving families, family offices, and wealth advisors, including clients of its sister firm, Cresset Asset Management. The latter will remain a separate entity, managing over $65 billion in assets while focusing on wealth management, investment advisory, and family office services.
Bill Rudnick, executive managing director, emphasized that the decision to rebrand comes as the firm reaches a new level of maturity. “With our business growth and the expanding market, this is the right time for Peakline to establish itself as an independent private investment firm,” he stated. “We will continue leveraging our industry expertise, strong networks, and relationships with Cresset and the broader private wealth sector to access high-quality private market opportunities.”
Initially launched in 2017 as Cresset Partners, the firm was designed to manage private investments for Cresset’s founders and clients. Over the years, it has committed more than $3.7 billion across various asset classes, including real estate, private equity, private credit, and venture capital.
“As we’ve grown, so has the demand for access to premium private investment opportunities,” Rudnick noted. The broader market data supports this shift—Hamilton Lane reports that 30% of financial advisors plan to allocate at least 20% of client portfolios to private markets in 2025, with 60% expecting to invest over 10% in private assets. Meanwhile, Blackstone’s research indicates that 80% of advisors anticipate increasing allocations to private investments, with a strong interest in infrastructure opportunities.
Chris Boehm, fellow executive managing director at Peakline, reaffirmed the firm’s commitment to direct and curated private investment opportunities. “Our goal remains the same—delivering private market investments where we bring deep expertise and unique value,” he said.
With its new identity, Peakline Partners is positioning itself as a major player in the evolving private investment landscape, ready to meet the growing needs of its clients.
