GW
Gregg William George
CRD 2962011
Firms
| Firm | Role | As of |
|---|---|---|
| Crescent Grove Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Barrett Upton Capital Partners Llc
Chief Legal Officer · GP / trustee / elected manager · Oct 2024
-
Crescent Grove Advisors, Llc
Chief Legal Officer And Managing Director · Less than 5% · Mar 2024
-
Crescent Grove Advisors, Llc
Chief Legal Officer And Managing Director · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗