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| Happy Holidays!! thanks for using AUM13F!! |
| Crescent Grove Advisors LLC
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| CRD # | 170912 |
| SEC # | 801-79577 |
| CIK # | 0001713520 |
| AUM | $5.0 B (2025-07-07) |
| Employees | 34 (41% Investors, 0% Brokers) |
| Phone | 847-752-0292 |
| Address | 100 South Saunders Road Lake Forest, IL 60045 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001713520 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Rexnord Corp | 89.1 | ||
| Dun & Bradstreet Holdings Inc | 60.0 | ||
| CDW Corp | 28.7 | ||
| Intercontinentalexchange Group Inc | 28.0 | ||
| Fidelity National Financial Inc | 17.1 | ||
| Apple Inc | 16.0 | ||
| NCR Atleos LLC | 15.7 | ||
| Fidelity National Information Services Inc | 14.4 | ||
| NCR Corp | 9.8 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 0.1 |
| (b) Individuals (high net worth individuals) | 278 | 4.6 |
| (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 | 20 | 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 | 381 | 5.0 |
| By Discretionary | ||
| Discretionary | 376 | 5.0 |
| Non-Discretionary | 5 | 0.0 |
| Total | 381 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.0 | |
| Total | 381 | 5.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001713520] |
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|---|---|---|
|
Frost Investment Advisors LLC
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TX | 5.1 |
|
Stockman Wealth Management Inc
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MT | 5.1 |
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Pine Ridge Advisers LLC
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NY | 5.1 |
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Boston Financial Management LLC
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MA | 5.0 |
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Zevenbergen Capital Investments LLC
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WA | 5.0 |
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Alphapoint Inc
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Shepherd Financial Investment Advisory LLC
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IN | 4.9 |
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Gladstone Institutional Advisory LLC
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FL | 4.9 |
|
The Ascent Group LLC
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VA | 4.9 |
|
David Vaughan Investments LLC
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IL | 4.9 |