The CRESCENT GROVE ADVISORS GROUP is a privately held investment adviser that advises $5.59Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. CRESCENT GROVE ADVISORS GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 52.84% over the last 5-years.
The Group has been registered with the SEC for 12.3 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 100 SOUTH SAUNDERS ROAD SUITE 210, LAKE FOREST, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 43 employees comprised of 20 investment and 23 non-investment staff. The total number of Employees increased by 48.28% over the last 5-years.
Their $5.59Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 24 other accounts. Assets of High Net Worth Individuals clients own $5.11Bn or 91.42% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $182.25mn or 3.26% of Total Assets.
The Group's top investment strategies include Traditional LBO, Real Estate and FI/Credit - Diverse, representing 45.17%, 29.53% and 25.29% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
CRESCENT GROVE ADVISORS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.