Crescent Grove Advisors, LLC
● SEC registered since 2014CRD 170912SEC# 801-79577Lake Forest, IL
Reg. AUM
$5.5B
Employees
34
Accounts
382
Location
Lake Forest, IL
Crescent Grove Advisors, LLC assets under management
Crescent Grove Advisors, LLC is an SEC-registered investment adviser based in Lake Forest, IL. The firm has been registered since 2014. It reports $5.5 billion in regulatory assets under management and employs 34 people.
Crescent Grove Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Crescent Grove Holdings, LLC Control | Shareholder | Over 75% | 2015 |
| David Scott Keevins Control | Founder, Chief Investment Officer And Managing Director | Under 5% | 2015 |
| Donald Anthony Wright | Senior Client Advisor | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Crescent Grove Advisors, LLC manage?
Crescent Grove Advisors, LLC reports $5.5 billion in regulatory assets under management on its Form ADV.
How many employees does Crescent Grove Advisors, LLC have?
Crescent Grove Advisors, LLC reports 34 employees.
Where is Crescent Grove Advisors, LLC located?
Crescent Grove Advisors, LLC is based in Lake Forest, IL and has been SEC-registered since 2014.
Does Crescent Grove Advisors, LLC disclose fund performance?
Crescent Grove Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$5.5B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$5.5Bregulatory AUM
Discretionary $5.46BNon-discretionary $45.4M