What departments does Crescent Grove Advisors have?

Crescent Grove Advisors has employees across 1 departments including Consultant.

What is the largest department at Crescent Grove Advisors?

The largest department at Crescent Grove Advisors is Consultant with 1 employees.

Where are Crescent Grove Advisors employees located globally?

Crescent Grove Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Crescent Grove Advisors's team size changed over time?

Crescent Grove Advisors's team has remained stable from approximately 40 to 40 employees based on available data.

Learn more at LeadIQ.com

Crescent Grove Advisors Employee Directory

Investment ManagementIllinois, United States11-50 Employees

Crescent Grove Advisors is an investment management firm that provides personalized wealth management services. Its approach centers on families and the values that shape their hopes and plans for now and the future. The firm emphasizes listening to clients to understand their goals before developing a tailored strategy that clarifies the different aspects of their financial life.

Based in Lake Forest, Illinois, the company operates as a small- to mid-sized, employee-owned boutique serving ultra-high-net-worth individuals and families, as well as institutions such as foundations and endowments. It positions itself within the investment management industry as a focused, client-centered adviser rather than a large, multi-location firm. In April 2025, Crescent Grove Advisors appointed Adam Lieb as Chief Business Development Officer, reflecting leadership expansion.

Crescent Grove Advisors Global Highlights

North America
47

United States Of America
47

Crescent Grove Advisors's Leadership

N. K.
Managing Director
Mobile Phone
Email
D. N.
Institutional Portfolio Manager
Mobile Phone
Email
N. M.
Senior Operations Specialist
Mobile Phone
Email
S. V.
Wealth Advisor
Mobile Phone
Email

Crescent Grove Advisors Employee Metrics

100%

50%

2026

2025

Banking
Finance
Business
Business Development
Information Technology
Other
Marketing
Accounting

Contact profiles from Crescent Grove Advisors

Name

Title

Contact Info

Location

Last Update

N. K.
Managing Director
Mobile Phone
Email
Jun 03, 2026
D. N.
Institutional Portfolio Manager
Mobile Phone
Email
Oct 17, 2024
N. M.
Senior Operations Specialist
Mobile Phone
Email
Jun 29, 2026
S. V.
Wealth Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Crescent Grove Advisors known for?

Crescent Grove Advisors was founded in 2015 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-847-752-****

. Explore Crescent Grove Advisors's company overview page for more information.

What is Crescent Grove Advisors's most common email format?

Crescent Grove Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crescent Grove Advisors email formats with LeadIQ.

How many employees does Crescent Grove Advisors have currently?

Crescent Grove Advisors has approximately 45 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Crescent Grove Advisors's key employees and leadership?

As of July 2026, Crescent Grove Advisors's key employees include:

Managing Director: N. K.
Institutional Portfolio Manager: D. N.
Senior Operations Specialist: N. M.
Wealth Advisor: S. V.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Crescent Grove Advisors Employee Directory

Find Crescent Grove Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead