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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.