Cresset Capital Management Reports Data Breach to Vermont AG
Cresset Capital Management reported a data security incident to the Vermont Attorney General on May 14, 2026. This breach may have exposed sensitive client information, including Full Name, Social Security Number, and Financial Account Number. Individuals who received a notification letter should review it carefully to understand the specific risks.
- State
- Vermont
- Reported
- May 14, 2026
What may have been exposed
- Full Name
- Social Security Number
- Date of Birth
- Financial Account Number
- Routing Number
- Tax Return Information
- Direct Deposit Account Details
- Investment Portfolio Information
On May 14, 2026, Cresset Capital Management officially notified the Vermont Attorney General's office about a data security incident. This filing indicates that personal and financial information entrusted to the prominent wealth management firm may have been compromised.
According to official records, the types of data reported as potentially exposed 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. These categories represent highly sensitive personal and financial identifiers critical for clients of an investment advisory firm.
The exposure of such data, particularly Social Security Numbers, Financial Account Numbers, and Investment Portfolio Information, creates a risk of identity theft and financial fraud. Malicious actors could attempt to open unauthorized accounts, access existing ones, or use the information for other illicit purposes.
Individuals who have received an official notification letter from Cresset Capital Management are advised to carefully read the document for specific details regarding the incident. General protective measures often include placing a fraud alert or credit freeze on credit reports, regularly reviewing financial statements for suspicious activity, and monitoring credit reports for unauthorized accounts.
It is important to remain vigilant and report any suspicious activity to the appropriate financial institutions and law enforcement. Further information and guidance on protecting personal information can typically be found through official government resources and from the company directly.
What to do if you were affected
Based on the categories of information reported in this filing, these steps can help limit the risk of identity theft and fraud.
Freeze your credit
Place a free credit freeze with Equifax, Experian, and TransUnion. A freeze blocks new accounts from being opened in your name and can be lifted anytime.
Guard against tax fraud
File your tax return as early as possible and consider requesting an IRS Identity Protection PIN so no one can file a fraudulent return in your name.
Watch your financial accounts
Review bank and card statements for unfamiliar activity and turn on transaction alerts. Report anything you don't recognize to your bank right away.
Stay alert to targeted scams
Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.
Keep your notification letter
Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.
Source: Vermont Attorney General filing
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