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| Crescent Grove Advisors LLC
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|---|---|
| CRD # | 170912 |
| SEC # | 801-79577 |
| CIK # | 0001713520 |
| AUM | 5,504.1 M (2026-03-26) |
| Employees | 34 (41% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 847-752-0292 |
| Address | 100 South Saunders Road Lake Forest, IL 60045 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Fri, 18 Sep 2026 | Crescent Grove Advisors names Andrew Krei CIO for next decade of growth — InvestmentNews |
| Fri, 18 Sep 2026 | Who's Moving Where In Wealth Management? – Haynes Boone, Crescent Grove Advisors, Others — Family Wealth Report |
| Thu, 17 Sep 2026 | Crescent Grove Advisors Elevates Andrew Krei to Chief Investment Officer to Lead Ongoing Growth & Evolution in Firm's Second Decade — PR Newswire |
| Tue, 15 Sep 2026 | Crescent Grove Advisors LLC Cuts Stock Position in JPMorgan Chase & Co. $JPM — MarketBeat |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Rexnord Corp | 59.9 | ||
| CDW Corp | 20.8 | ||
| Intercontinentalexchange Group Inc | 20.0 | ||
| Apple Inc | 18.7 | ||
| NCR Atleos LLC | 17.5 | ||
| Fidelity National Financial Inc | 17.1 | ||
| Fidelity National Information Services Inc | 11.9 | ||
| iShares Comex Gold Trust | 8.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 0.0 |
| (b) Individuals (high net worth individuals) | 290 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 19 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.1 |
| (n) Other | 33 | 0.1 |
| Total | 382 | 5.5 |
| By Discretionary | ||
| Discretionary | 378 | 5.5 |
| Non-Discretionary | 4 | 0.0 |
| Total | 382 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.5 | |
| Total | 382 | 5.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001713520] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Institutional, Retail |
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