Founder, Chief Legal Officer and Managing Director · Crescent Grove Advisors
Gregg W. George
CRD 2962011 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Crescent Grove Advisors, an SEC-registered wealth manager based in Lake Forest, IL with $5.5 billion in regulatory assets, lists Gregg W. George on its Form ADV as Founder, Chief Legal Officer and Managing Director, a control person. The SEC filings also name Gregg at 1 other registered adviser.
Firms and roles
- Crescent Grove AdvisorsFounder, Chief Legal Officer and Managing DirectorWealth manager · Lake Forest, IL · $5.5B in regulatory assets
- Barrett Upton Capital PartnersFounder, Chief Legal OfficerPrivate fund adviser · Lake Forest, IL · $182M in regulatory assets
AtlasMembers
Gregg’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Nicholas H. KochanskiFounder, Chief Financial Officer and Managing Director, Crescent Grove Advisors
- David S. KeevinsFounder, Chief Investment Officer and Managing Director, Crescent Grove Advisors
- Mitchell A. ProskFounder, Senior Client Advisor, Crescent Grove Advisors
- Donald A. WrightSenior Client Advisor, Crescent Grove Advisors
- Elizabeth A. WatkinsChief Compliance Officer, Chief Operating Officer, Crescent Grove Advisors
2 more people named with Gregg on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.