Crescent Grove Advisors is a family office - multi based in Lake Forest, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
To us, wealth management is about family and the values that define your hopes and dreams now and for the future.\ \ \ \ \ \ We listen closely to understand your goals and perspective on wealth. Only then do we begin to craft a dynamic, customized strategy that brings clarity to the facets of your financial life, freeing you to pursue what is most important to you.\ \ \ \ \ \ For institutions, endowments and foundations, we provide guidance and support to advance your organizationÀ6 s mission and goals.\ \ \ \ \ \ Our services inclÞ:\ \ \ \ \ \ \ Comprehensive financial planning\ \ \ \ Investment strategy and implementation\ \ \ \ Investment management and consulting\ \ \ \ Estate and trust planning\ \ \ \ Generational and legacy planning\ \ \ \ Business sÌession planning\ \ \ \ Foundation and endowment guidance\ \ \ \ Family edÊtion\ \ \ \
Investment types: Philanthropy, Asset Disposition
Sectors & themes: Endowment Fund, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Charitable Investments, Investment Management, Debt Management High-Level Sectors, Non-Profit, Finance, Financial Services
Preferred geographies: United States
Location: One Conway Park Ste 215\\n100 N Field Dr\\nLake Forest\\nIllinois\\n60045\\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.