Crescent Grove Advisors, LLC
Crescent Grove Advisors, LLC is a SEC-registered investment adviser headquartered in Lake Forest, Illinois. The firm was incorporated in Delaware and serves primarily retail investors, providing a broad range of financial planning and investment consulting services. With 34 employees, of which 14 focus on investment advisory and research, Crescent Grove manages portfolios using a discretionary approach and allocates client assets across mutual funds, ETFs, separate account managers, and alternative investments. The firm serves individuals and families seeking wealth management and advisory solutions.
Investment Strategy
Crescent Grove Advisors offers a wide range of financial planning and consulting services, allocating client assets across mutual funds, ETFs, separate account managers, and alternative investments, both private and public. The firm employs a discretionary asset management model for most clients, emphasizing diversification and customization, and sometimes accommodates client-imposed investment restrictions. Their advisory approach is grounded in understanding client objectives and tailoring solutions accordingly, though some investment opportunities may be limited to qualified or accredited investors.
Top Holdings
Equity Positions (285)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Z ZWS | Zurn Water Solutions | 8.63% | $89.1M | 2,435,447 | $36.13 | $36.57 | +$8.7M |
I IVV | iShares S&P 500 ETF | 6.21% | $64.1M | 103,233 | $377.57 | $620.90 | +$5.7M |
D DNB | Dun & Bradstreet Holdings, Inc. | 5.82% | $60.0M | 6,602,252 | $13.91 | $9.09 | +$312.6K |
V VOO | Vanguard 500 Index Fund ETF | 4.60% | $47.5M | 83,312 | $498.24 | $568.03 | +$5.2M |
S SPY | SPDR S&P 500 ETF | 3.54% | $36.5M | 58,963 | $344.89 | $617.85 | +$5.7M |