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The fee is billed in arrears and is negotiable.","source":"CRESCENT GROVE ADVISORS ADV PART 2A, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Crescent Grove Advisors use?","answer":"Crescent Grove Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $5.39B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Crescent Grove Advisors have?","answer":"Crescent Grove Advisors has 17 investment adviser representatives registered with state securities authorities, out of 34 employees, and 14 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Crescent Grove Advisors invest in?","answer":"At the end of its last fiscal year, Crescent Grove Advisors’ separately managed accounts held 42% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 15% pooled vehicles (private funds and similar), 7% state and local bonds, 6% cash and equivalents, 3% U.S. government and agency bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Crescent Grove Advisors?","answer":"Crescent Grove Advisors’ direct owner is Crescent Grove Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Crescent Grove Advisors get paid?","answer":"Crescent Grove Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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