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GROVESTREET
Legal name: GROVE STREET ADVISORS, LLC
CRD 111497File 801-60272
APPROVED
Custody
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.14B
Top 25% of cohort (national)
Discretionary AUM
$7.03B
Non-discretionary $112.4M
Clients
42
45 accounts
Employees
35
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 21, 2001
- Principal office
- 275 GROVE STREET, BUILDING 2, SUITE 150, NEWTON, MA, 02466
- Phone
- 781-263-6100
- Website
- HTTPS://WWW.GROVESTREET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.14B
- Discretionary AUM
- $7.03B
- Non-discretionary AUM
- $112.4M
- Discretionary accounts
- 42
- Non-discretionary accounts
- 3
- Total accounts
- 45
- AUM per client
- $170.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 42 | $7.14B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST
- Performance-based fees
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | AUM | $6,861,538,796 | $7,143,261,216 | increased by$281,722,420 |
| Feb 1, 2026 | Employees | 36 | 35 | decreased by1 |
| Feb 1, 2026 | Clients | 44 | 42 | decreased by2 |
| Feb 1, 2026 | AUM | $6,773,243,307 | $6,861,538,796 | increased by$88,295,489 |
| Feb 1, 2026 | Accounts | 47 | 45 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $6,662,455,692 | $6,773,243,307 | increased by$110,787,615 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 39 | 44 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,638,984,745 | $6,662,455,692 | decreased by$1,976,529,053 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 43 | 47 | increased by4 |
| Jun 1, 2022 | AUM | $8,205,079,719 | $8,638,984,745 | increased by$433,905,026 |
| Apr 1, 2022 | Employees | 35 | 36 | increased by1 |
| Apr 1, 2022 | AUM | $7,121,648,000 | $8,205,079,719 | increased by$1,083,431,719 |
| Apr 1, 2022 | Accounts | 44 | 43 | decreased by1 |
| Jun 1, 2021 | Employees | 36 | 35 | decreased by1 |
| Jun 1, 2021 | AUM | $6,080,695,000 | $7,121,648,000 | increased by$1,040,953,000 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GROVESTREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GROVESTREET” may also match similarly-named firms). Confirm identity against each filing.
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.