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PEAKLINE PARTNERS, LLC

CHICAGO, IL · CRD 306449 · IAPD ↗ · peakline.com · 312-429-2401

$2.81BRegulatory AUM
10Advisory reps
45Employees
0Clients
n/aPlanning clients
34Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
December 2025 — PEAKLINE PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
June 2025 — PEAKLINE PARTNERS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
15
March 2025 — PEAKLINE PARTNERS, LLC changed its website from cressetpartners.com to peakline.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
35
March 2025 — PEAKLINE PARTNERS, LLC reported RAUM down 61% ($5.81B -> $2.27B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
March 2025 — CRESSET PARTNERS LLC is now doing business as PEAKLINE PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
March 2025 — PEAKLINE PARTNERS, LLC grew from 5 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
October 2024 — CRESSET PARTNERS LLC reported RAUM up 40% ($4.14B -> $5.81B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — CRESSET PARTNERS LLC shrank from 18 to 5 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.