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Case File: Cresset Capital Management Data Breach

This file collects the dated facts on record for the Cresset Capital Management incident. The state report is dated May 14, 2026.

Timeline

  1. May 14, 2026Report filed in VermontDate the notice was lodged with the Vermont Attorney General.

Case facts

Filing state
Vermont
Date reported
May 14, 2026
Receiving office
Vermont Attorney General

Data categories in the file

  • Full Name
  • Social Security Number
  • Date of Birth
  • Financial Account Number
  • Routing Number
  • Tax Return Information
  • Direct Deposit Account Details
  • Investment Portfolio Information

Case notes

Cresset Capital Management, a prominent wealth management and investment advisory firm, reported a data security incident to the Vermont Attorney General on May 14, 2026. The firm indicated that it is currently monitoring the situation following unauthorized access to its digital network environments.

Due to the nature of Cresset Capital Management's business, the exposed information is highly sensitive and comprehensive. The data types reportedly compromised include Full Name, Social Security Number, Date of Birth, Financial Account Number, Routing Number, Tax Return Information, Direct Deposit Account Details, and Investment Portfolio Information.

The exposure of such detailed personal and financial records presents significant risks for affected clients. Malicious actors could potentially use this information to commit various forms of financial fraud, undertake identity theft, gain unauthorized access to existing accounts, or facilitate other sophisticated scams. The depth of client profiles held by wealth management institutions makes these incidents particularly concerning.

Individuals who receive an official notification regarding this data breach should prioritize protecting their personal and financial identity. It is strongly recommended to regularly review all financial account statements, credit card activity, and credit reports for any signs of suspicious or unauthorized transactions.

Consider placing a fraud alert or a security freeze on your credit files with the three major credit bureaus (Equifax, Experian, and TransUnion). These measures can help prevent new accounts from being opened in your name without your authorization and provide an added layer of security.

Questions about this case file

Where does the Cresset Capital Management case file come from?
Every entry is taken from the breach report Cresset Capital Management lodged with the Vermont Attorney General. Nothing here is estimated.
Why do the incident date and the report date differ?
Companies usually investigate before they report. The gap between the two dates shows how long that took.
What does the records-affected figure count?
It is the number the company gave the state. It can cover residents of that state only, so the national total may be higher.
Does this case file change over time?
Yes. When a company files an update or a new state publishes its copy of the report, the dates and counts here are refreshed.

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Vermont data breaches

Filing source: Vermont Attorney General