CRESCENT GROVE ADVISORS, LLC of LAKE FOREST, IL is an SEC-registered investment adviser (CRD 170912). Regulatory assets under management: $5.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| David Scott Keevins | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR; FOUNDER, CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | — |
| Gregg William George | CHIEF LEGAL OFFICER AND MANAGING DIRECTOR; FOUNDER, CHIEF LEGAL OFFICER AND MANAGING DIRECTOR | — |
| Nicholas Henry Kochanski | CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR; FOUNDER, CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR | — |
| Elizabeth Anne Watkins | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| Mitchell Abraham Prosk | FOUNDER, SENIOR CLIENT ADVISOR; MEMBER AND SENIOR CLIENT ADVISOR | — |
| Donald Anthony Wright | SENIOR CLIENT ADVISOR | — |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| WATKINS ELIZABETH ANNE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| GEORGE GREGG WILLIAM | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF LEGAL OFFICER AND MANAGING DIRECTOR (+2 more) | — |
| KOCHANSKI NICHOLAS HENRY | CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR; MANAGING DIRECTOR | — |
| KEEVINS DAVID SCOTT | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR; MANAGING DIRECTOR | — |
| PROSK MITCHELL ABRAHAM | MEMBER AND SENIOR CLIENT ADVISOR | — |
| WRIGHT DONALD ANTHONY | SENIOR CLIENT ADVISOR | — |
| ROUDEBUSH MEGAN BURKE | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MILWAUKEE | WI | 6 | 414-386-5340 |
| MILWAUKEE | WI | 6 | 414-386-5340 |
| ATLANTA | GA | 2 | 678-585-6625 |
| ATLANTA | GA | 2 | 678-585-6625 |