← Back to searchVisit website
CRESCENT GROVE ADVISORS
CRESCENT GROVE ADVISORS, LLC
CRD 170912 · SEC 801-79577
100 SOUTH SAUNDERS ROAD, SUITE 210, LAKE FOREST, IL, 60045, United States
Phone
847-752-0292
Fax
224-880-5701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.50B
Discretionary AUM
$5.46B
Team
34 total employees; 14 advisory reps; 8 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $30.3M |
| High net worth individuals | 290 | $5.11B |
| Charitable organizations | 19 | $176.1M |
| Corporations/business entities | 5 | $91.3M |
States served
AZ, CA, CO, GA, IL, MN, NY, PA, SC, VA, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD