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CREDIT SUISSE ASSET MANAGEMENT, LLC

NEW YORK, NY · CRD 106012 · IAPD ↗ · credit-suisse.com · 212-325-2000

$59.89BRegulatory AUM
64Advisory reps
254Employees
0Clients
n/aPlanning clients
108Private funds
52States
68Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2024 — CREDIT SUISSE ASSET MANAGEMENT, LLC (NEW YORK, NY) left the SEC roster (was $59.89B RAUM, 64 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
April 2024 — CREDIT SUISSE ASSET MANAGEMENT, LLC shrank from 75 to 64 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.