Data / Investment advisers / Illinois / Crescent Grove Advisors
Crescent Grove Advisors, Lake Forest, IL: $5.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Crescent Grove Advisors is an SEC registered investment adviser with its main office in Lake Forest, Illinois and reports $5.5 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 170912
- SEC file number
- 801-79577
- SEC status
- Approved, effective April 17, 2014
- Legal name
- Crescent Grove Advisors, LLC
- Main office
- 100 South Saunders Road Suite 210, Lake Forest, IL 60045
- Phone
- (847) 752-0292
- Website
- crescentgroveadvisors.com
- Regulatory AUM
- $5,504,086,413 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $5,458,706,180
- Non discretionary AUM
- $45,380,233
- Accounts
- 382
- Employees
- 34, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 290 | $5.11 billion |
| Charitable organizations | 19 | $176.1 million |
| Corporations or other businesses | 5 | $91.3 million |
| Individuals (other than high net worth individuals) | 35 | $30.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.50 billion | March 26, 2026 |
| December 1, 2025 | $5.00 billion | July 7, 2025 |
Other advisers in Illinois
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Neuberger Berman Loan Advisers IV LLC | Chicago | $6.07 billion | 13 | adviserinfo.sec.gov |
| Mainstreet Advisors | Chicago | $5.86 billion | Not listed | adviserinfo.sec.gov |
| Lasalle St. Investment Advisors, L.L.C. | Elmhurst | $5.74 billion | Not listed | adviserinfo.sec.gov |
| Oasis Investment Strategies LLC | Chicago | $5.73 billion | Not listed | adviserinfo.sec.gov |
| Planpilot | Chicago | $5.58 billion | Not listed | adviserinfo.sec.gov |
| Calamos Wealth Management LLC | Naperville | $5.48 billion | Not listed | adviserinfo.sec.gov |
| Aquatic Capital Management LLC | Chicago | $5.43 billion | 2 | adviserinfo.sec.gov |
| David Vaughan Investments, LLC | Peoria | $5.33 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Illinois
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Crescent Grove Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.