| Name | Title | Ownership | Since |
|---|---|---|---|
| Crescent Grove Holdings, LLC Control | Shareholder | Over 75% | 2015 |
| David Scott Keevins Control | Chief Investment Officer And Managing Director | Under 5% | 2015 |
| Donald Anthony Wright | Senior Client Advisor | Under 5% | 2015 |
Crescent Grove Advisors, LLC reports $5 billion in regulatory assets under management on its Form ADV.
Crescent Grove Advisors, LLC reports 34 employees.
Crescent Grove Advisors, LLC is based in Lake Forest, IL and has been SEC-registered since 2014.
Crescent Grove Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 South Saunders Road, Suite 210, Lake Forest, IL 60045 |
| Phone | 847-752-0292 |
| Fax | 224-880-5701 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1713520 |
| Discloses disciplinary history | No |
| Discretionary | $4.95B |
| Non-discretionary | $42.1M |
| Total (RAUM) | $5B |