Crescent Grove Advisors

EST. AUM
$4,996,271,684

CONTACTS
25

CLIENT ACCOUNTS
381

Firm Details

Metro area Chicago
CRD Number 170912
Website crescentgroveadvisors.com
Client types

Overview

Crescent Grove Advisors is a 100% employee owned, independent RIA with $4.4B in AUM based in Lake Forest, IL. Their clientele mostly includes ultra-high net worth families, but have now expanded into E&F and HNW ($1-$10m). Although Crescent Grove Advisors is viewed mainly as a money manager, the firm has a large focus on comprehensive financial planning. Crescent Grove Advisors uses Fidelity as a custodian. They do a lot of interesting private structures as well and then tend to be tactical, not doing much on the equity side right now. Agnostic to vehicles. They prefer to go direct on the alts side, but they can be flexible and will create feeders if need-be to bring down minimums. They are also looking to create their own internal structure towards year-end, so more to come there. External managers in PE, prefer early-stage growth right now that specialize in an industry. Mostly active within FI. Public Equity is a mix but will tilt towards passive.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Crescent Grove Advisors

Platform Details

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