Crescent Grove Advisors is an investment advisor in Lake Forest with $4.35 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473818482
SEC advisor number
801-79577
FINRA CRD number
170912
AUM ?
$4.46 bn
(as of 27 Mar 24)
Accounts
359
(as of 27 Mar 24)
Employees
34
(14 investment advisory or research)
Address
Crescent Grove Advisors
100 N. FIELD DRIVE
SUITE 215
LAKE FOREST
IL 60045
100 N. FIELD DRIVE
SUITE 215
LAKE FOREST
IL 60045
Phone
847-752-0292
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21