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GROVE STREET FIDUCIARY, LLC
CRD 107703File 801-43397
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$413.2M
Below cohort median (national)
Discretionary AUM
$398.9M
Non-discretionary $14.3M
Clients
297
1,066 accounts
Employees
4
Above cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 24, 1993
- Principal office
- 20 GROVE STREET, SUITE 240, PETERBOROUGH, NH, 03458-0396
- Phone
- 603-924-9939
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $413.2M
- Discretionary AUM
- $398.9M
- Non-discretionary AUM
- $14.3M
- Discretionary accounts
- 1,020
- Non-discretionary accounts
- 46
- Total accounts
- 1,066
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $810K |
| High net worth individuals | 184 | $362.8M |
| Individuals (other than high net worth individuals) | 108 | $49.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.