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Crescent Grove Advisors
Crescent Grove Advisors was established in 2015 as a US wealth manager and registered investment advisor. It serves a broad client base that includes...
Crescent Grove Advisors
Crescent Grove Advisors was established in 2015 as a US wealth manager and registered investment advisor. It serves a broad client base that includes individuals, trusts, corporations, and nonprofit organizations. The firm focuses on growth capital strategies across advisory mandates. No specific portfolio companies, co-investors, or geographic deployment details appear in available records. Asset classes and fund structures remain unspecified beyond general investment management. Team size, additional offices, and adjacent vehicles are not disclosed. No operational events from the last 24 months are recorded. The firm functions as a multi-client wealth manager rather than a single-family office, with no evident succession or hybrid structure details available.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
AUM
4000 (Altss estimate)
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
Lake Forest, United States
Frequently asked questions
Who runs investment decisions at Crescent Grove Advisors?
No named principals or CIO appear in available records.
Does Crescent Grove Advisors participate in fund commitments or only direct deals?
Available information does not specify allocation between funds and direct investments.
Where does the underlying wealth come from?
Wealth origin is not attributed to any specific family or founder in public sources.
Is Crescent Grove Advisors structured as a single family office?
The firm operates as a multi-client registered investment advisor advising various organizations and individuals.
What investment stages does Crescent Grove Advisors typically target?
No stage preferences or ticket sizes are disclosed in current records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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