Crescent Grove Advisors
Firm details
- Headquarters
- Lake Forest, Illinois
- CRD number
- 170912
- Registered since
- April 17, 2014
- Website
- crescentgroveadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.9%
- Charitable Organizations3.2%
- Other1.69%
- Corporations / Businesses1.66%
- Individuals0.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Crescent Grove Advisors is an independent LLC RIA that registered with the SEC in 2014. The firm advises both individual and family clients as well as institutional accounts, providing financial planning and discretionary portfolio management for individuals, small businesses and larger business/institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm identifies itself as an active ESG investor. Crescent Grove lists industry affiliations with another investment adviser and an insurance company and received recognition in 2020 from the Financial Times (Top 300 RIA Firms) and FA Magazine (Top RIA Firms).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- Exchange Traded Equities26%
- Private Funds15%
- State & Local Bonds7%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 203Active vs passive
$895M in ETFs
91%
$816M
5%
$78.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $73M | 95,340 | 8.16% |
Location
Lake Forest, IL
Lake
Location
Lake Forest, IL
Headquartered in Lake Forest, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 100 Saunders Rd
- Time zone
- CT (UTC-6)
- Office locations
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