Atlanta, GA Peachtree Road NE Office

Crescent Grove Advisors provides integrated wealth management, family office and Outsourced Chief Investment Officer (OCIO) services to high‑net‑worth individuals, family offices and institutional clients, and also offers a portfolio advisory line for clients with $1–10 million in liquid investable assets. The firm routinely provides financial planning, trust and estate planning, tax and insurance consulting, and discretionary portfolio management across mutual funds, ETFs, independent managers and alternative investments.

The firm’s investment process is centered on a client‑specific investment policy statement (IPS) and an asset‑allocation framework overseen by a Crescent Grove Investment Committee that sources Independent Managers and alternative strategies; performance measurement and reporting draw on external sources such as Bloomberg and fund sponsors. The brochure discloses that Crescent Grove advertises hypothetical performance and uses client testimonials in its marketing, and it describes reliance on third‑party data and tools (including limited use of AI for internal support) when preparing performance information and client communications.

What distinguishes Crescent Grove from many peers is its affiliate relationships and related operational arrangements: it is affiliated with Barrett Upton Capital Partners (a private fund‑of‑funds manager) under a staff and expense sharing agreement and discloses a streamlined due diligence process for affiliated funds, while employees may invest alongside clients in private fund offerings and serve on certain advisory boards; the firm also discloses insurance‑product sales through an affiliate that generates commissions and a referral/bonus program for employees. These organizational links and the firm’s described controls around conflicts, custody negotiations with Fidelity, and use of layered private fund structures are notable governance and operational features called out in the brochure.