9AT: CRESSEY & COMPANY LP

other names

CRESSEY & COMPANY LP
CRESSEY & COMPANY GP LP (RELYING ADVISER)

Adviser Profile

As of Date	09/12/2025
ADV Location	CHICAGO, IL, United States
Adviser Type - Large advisory firm
Number of Employees	47 47%
of those in investment advisory functions	20 -17%
Registration	SEC, Approved, 03/30/2012

AUM^*	3,622,562,807 54%
of that, discretionary	3,622,562,807 54%
Private Fund GAV^*	3,622,562,807 -6%
Avg Account Size	301,880,234 29%
SMA’s	No
Private Funds	12 2
Contact Info	312 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count12	GAV$3,622,562,807

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ETHOS CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund237.5m	Total Private Fund GAV3.6b	AUM3.1b	#Funds9
Adviser NEWSPRING CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund175.0m	Total Private Fund GAV3.8b	AUM3.4b	#Funds32
Adviser MAINSAIL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.9b	AUM2.5b	#Funds18
Adviser QHP CAPITAL, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.7b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.7b	AUM3.1b	#Funds22
Adviser AJ WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.4b	#Funds-
Adviser PALISTAR CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.0b	AUM2.7b	#Funds12
Adviser ACCESS HOLDINGS MANAGEMENT COMPANY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.4b	AUM2.8b	#Funds29
Adviser REVELAR CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.9b	AUM3.9b	#Funds25
Adviser WESTERN TECHNOLOGY INVESTMENT (WTI)	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1b	AUM2.1b	#Funds9
Adviser BIP WEALTH, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund44.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund24.2m	Other Fund-	Total Private Fund GAV92.5m	AUM4.5b	#Funds22

Brochure Summary

Overview

Description of Registrant - Item 4.A C&C, a Delaware limited partnership and a registered investment adviser, is managed by an experienced private investment team focused on building leading middle-market healthcare businesses in partnership with experienced management teams. For nearly three decades across ten funds, Bryan Cressey has pursued investment opportunities within the rapidly growing healthcare industry. The principal owners of C&C are Bryan C. Cressey and Peter S. Ehrich. C&C has been in business since June 2008. Advisory Services Offered - Item 4.B C&C renders discretionary investment management services to privately offered funds (individually, a “Fund” and, collectively, the “Funds”) that are open for investment by financially sophisticated institutional and high net worth investors. The Funds generally focus on investments in the healthcare industry. Tailored Services - Item 4.C The services rendered by C&C to each Fund are dependent on the investment objectives of the respective Fund and are set forth in the private offering memoranda, limited partnership agreement, investment advisory agreement, side letters or other similar agreements negotiated with investors in the Fund (“Side Letters”) and other governing documents

of the relevant Fund (collectively, the “Governing Documents”). C&C’s investment advice and investment authority is tailored and limited to that which is permitted under each Fund’s Governing Documents. Investors in the Funds (generally referred to herein as “investors,” “partners” or “limited partners”) participate in the overall investment program for the applicable Fund, but in certain circumstances are excused from a particular investment due to legal, regulatory or other agreed-upon circumstances pursuant to the Governing Documents; for the avoidance of doubt, such arrangements generally do not and will not create an adviser-client relationship between C&C and any investor. The Funds or the relevant general partners of the Funds generally enter into Side Letters with certain investors that have the effect of establishing rights under, or altering or supplementing the terms (including economic or other terms) of, the Governing Documents with respect to such investors. Wrap Fee Programs - Item 4.D Given the nature of its advisory services, C&C does not participate in wrap fee programs. Client Assets Registrant Manages - Item 4.E As of December 31, 2023, C&C managed committed client assets of $3,437,000,000 on a discretionary basis and $0 on a non-discretionary basis.

CRESSEY & COMPANY LP

Adviser Profile

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