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Bank / Wealth / Trust

Updated:

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...

Overview

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

Location

Region

North America

Country

United States

City

Lake Forest, IL

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.

What investment stages does Crescent Grove Advisors typically target?

No stage preferences or ticket sizes are disclosed in current records.

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