CRESCENT GROVE ADVISORS, LLC
Legal name: CRESCENT GROVE ADVISORS
CRD #170912 SEC #801-79577 LAKE FOREST, IL 847-752-0292
SEC Registered
Total AUM
$5B
Discretionary
$5B
Employees
34
Clients
251
Accounts
381
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $5B | $5B | $42.1M | 34 | 7 |
| Mar 2025 | $5B | $5B | $42.1M | 34 | 7 |
| Mar 2024 | $4.5B | $4.4B | $38.6M | 34 | 11 |
| Jul 2023 | $3.9B | $3.9B | $51.3M | 32 | 11 |
| Mar 2023 | $3.9B | $3.9B | $51.3M | 32 | 11 |
| Mar 2022 | $4.4B | $4.3B | $59.2M | 31 | 13 |
| Mar 2021 | $3.7B | $3.6B | $49.6M | 29 | 5 |
| Jun 2020 | $3.4B | $3.4B | $44.9M | 29 | 4 |
| Mar 2020 | $3.4B | $3.4B | $44.9M | 29 | 4 |
| Oct 2019 | $2.9B | $2.9B | $24.6M | 27 | 4 |
| Apr 2019 | $2.9B | $2.9B | $24.6M | 27 | 4 |
| Mar 2019 | $2.9B | $2.9B | $24.6M | 27 | 4 |
| Nov 2018 | $2.6B | $2.5B | $39.5M | 23 | 6 |
| Mar 2018 | $2.6B | $2.5B | $39.5M | 23 | 6 |
| Mar 2017 | $2.1B | $2B | $34.3M | 22 | 200 |
| Mar 2016 | $1.6B | $1.6B | $24.1M | 18 | 100 |
| Aug 2015 | $1.5B | $1.5B | $20M | 17 | 0 |
| Apr 2015 | $0 | $0 | $0 | 4 | 0 |
DateJul 2025
Total AUM$5B
Discretionary$5B
Non-Disc.$42.1M
Employees34
Clients7
DateMar 2025
Total AUM$5B
Discretionary$5B
Non-Disc.$42.1M
Employees34
Clients7
DateMar 2024
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$38.6M
Employees34
Clients11
DateJul 2023
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$51.3M
Employees32
Clients11
DateMar 2023
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$51.3M
Employees32
Clients11
DateMar 2022
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$59.2M
Employees31
Clients13
DateMar 2021
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$49.6M
Employees29
Clients5
DateJun 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$44.9M
Employees29
Clients4
DateMar 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$44.9M
Employees29
Clients4
DateOct 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$24.6M
Employees27
Clients4
DateApr 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$24.6M
Employees27
Clients4
DateMar 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$24.6M
Employees27
Clients4
DateNov 2018
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$39.5M
Employees23
Clients6
DateMar 2018
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$39.5M
Employees23
Clients6
DateMar 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$34.3M
Employees22
Clients200
DateMar 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$24.1M
Employees18
Clients100
DateAug 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$20M
Employees17
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0