Cressey & Company Lp
- Regulatory AUM
- $3.6B
- Discretionary
- $3.6B
- Clients
- 12
- Avg AUM / client
- $296M
- Accounts
- 12
- Employees
- 47
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $3.6B | 100.0% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cressey & Company Fund Vi Lp | Private Equity Fund | Delaware | $804M | 70 |
| Cressey & Company Fund Vii A Lp | Private Equity Fund | Delaware | $795M | 57 |
| Cressey & Company Fund Vii Lp | Private Equity Fund | Delaware | $664M | 101 |
| Cressey & Company Fund Vi A Lp | Private Equity Fund | Delaware | $544M | 40 |
| Cressey & Company Fund V Lp | Private Equity Fund | Delaware | $386M | 78 |
| Cc Pf Aiv, Lp | Private Equity Fund | Delaware | $356M | 60 |
| Cressey & Company Overage Fund Vi Lp | Private Equity Fund | Delaware | $84.9M | 7 |
| Cressey & Company Overage Fund Vi A Lp | Private Equity Fund | Delaware | $73.1M | 8 |
| Cc Elevate Co Invest, Lp | Private Equity Fund | Delaware | $59.3M | 15 |
| Cc Vetcor Investor, Lp | Private Equity Fund | Delaware | $26.2M | 3 |
| Cressey & Company Friends Fund V Lp | Private Equity Fund | Delaware | $25.7M | 26 |
| Cressey & Company Fund Iv Lp | Private Equity Fund | Delaware | $25.6M | 52 |
| Ccppv Aiv, Lp | Private Equity Fund | Delaware | $23.2M | 60 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Non Contributory Retirement Program For Certain Employees Of Wellmark, Inc. Wellmark, Inc. | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cressey, Bryan, Charles | Partner | Jun 2008 (18y) | 25% – 50% | |
| Ehrich, Peter, Scott | Manager | Jun 2008 (18y) | ≈ 18.75% – 50% via Cressey & Company Llc | |
| Maskalunas, Scott, A | Chief Financial Officer/Partner | Jun 2008 (18y) | Less than 5% | |
| Rogero, David, Michael | Partner | Jun 2008 (18y) | 5% – 10% | |
| Gillen, Keri, L | Chief Compliance Officer | Oct 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cressey & Company Llc | General Partner | Jun 2008 | A | 75% or more |
Estimated effective ownership (look-through of filed bands):
- Ehrich, Peter, Scott: 25% – 50% of Cressey & Company Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $3.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cressey & Company Fund Vi Lp | Private Equity Fund | $804M | $200K | 70 |
| Cressey & Company Fund Vii A Lp | Private Equity Fund | $795M | $5.0M | 57 |
| Cressey & Company Fund Vii Lp | Private Equity Fund | $664M | $5.0M | 101 |
| Cressey & Company Fund Vi A Lp | Private Equity Fund | $544M | $200K | 40 |
| Cressey & Company Fund V Lp | Private Equity Fund | $386M | $250K | 78 |
| Cc Pf Aiv, Lp | Private Equity Fund | $356M | $250K | 60 |
| Cressey & Company Overage Fund Vi Lp | Private Equity Fund | $84.9M | $2.0M | 7 |
| Cressey & Company Overage Fund Vi A Lp | Private Equity Fund | $73.1M | $2.0M | 8 |
| Cc Elevate Co Invest, Lp | Private Equity Fund | $59.3M | $667K | 15 |
| Cc Vetcor Investor, Lp | Private Equity Fund | $26.2M | $0 | 3 |
| Cressey & Company Friends Fund V Lp | Private Equity Fund | $25.7M | $200K | 26 |
| Cressey & Company Fund Iv Lp | Private Equity Fund | $25.6M | $50.0K | 52 |
| Ccppv Aiv, Lp | Private Equity Fund | $23.2M | $250K | 60 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Non Contributory Retirement Program For Certain Employees Of Wellmark, Inc. | Wellmark, Inc. | 1,340 | $235M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • CARRIED INTEREST
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗