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Paul Tramontano

Cresset Asset Management, LLC
42 Years of Experience
Greenwich, CT
1 Disclosure
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Paul Tramontano is a registered investment advisor at Cresset Asset Management, LLC, based in Greenwich, CT, with 42 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 4,911 clients with $79B in assets under management.

Cresset Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
211 advisors
Number of Clients
4,911 clients
Average Client Portfolio
$16.1M average
Assets Under Management
$78.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.10%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.80%
$50M+0.70%

Firm offers both a Top-Tier fee schedule and a Waterfall fee schedule. The schedule above reflects the Top-Tier rates; the Waterfall schedule rates are 1.25% up to $5M, 0.90% from $5M-$10M, 0.80% from $10M-$25M, 0.70% from $25M-$50M, and 0.60% for $50M+. Fees are subject to a minimum annual fee of the lesser of $25,000 or 2.00% of managed assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

88 Field Point Road, Suite 102, Greenwich, CT, 06830

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2003
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul is involved in several outside business activities, including serving on the board of directors for ONS Foundation, Eagle Point Credit, and Eagle Point Income Company. He also performs administrative tasks for Dilex Realty, acts as a trustee for a client account, is an investor in Gator Family Investments LLC, and is a Provost Member at Villanova University, dedicating minimal time to each.

Employment History
Current Registrations
Cresset Asset Management, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
First Republic Investment Management, INC.
September 2015 - May 2023 · 7 yrs 8 mos
First Republic Securities Company, LLCBroker
September 2015 - May 2023 · 7 yrs 8 mos
Constellation Wealth Advisors LLC
June 2011 - November 2015 · 4 yrs 5 mos
Constellation Wealth Advisors LLCBroker
April 2007 - December 2015 · 8 yrs 8 mos
Citigroup Global Markets INC.Broker
March 1990 - April 2007 · 17 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1984 - March 1990 · 6 yrs
State Registrations4 states
CTFLNYTX
Advisor

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Exams
No exam information available for this advisor.
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