Crescent Grove Advisors

$5.5BAssets under management
as of Mar 2026 · SEC Form ADV
Lake Forest, IL
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Tech stack

No one at Crescent Grove Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Crescent Grove Advisors's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $3.8B held · filed Mar 2024
Performance Reporting