Overview
No evidence client assets or accounts were affected. No total is given.
Timeline
- Occurred
- Discovered
- Disclosed
Organization response
Per the notice, the organisation investigated and contained the incident, notified individuals and offered monitoring or protective resources.
What you can do
Verify notices through official channels, avoid links in unexpected messages, do not provide credentials, and review credit reports and statements.
Sources
- California AG data breach report: Cresset Capital ManagementCalifornia Department of Justice, Office of the Attorney General · 2026-11-09
- Sample consumer notice filed with California AG (Cresset Capital Management)California Department of Justice, Office of the Attorney General · 2026-11-09