PETERBOROUGH, NHCRD 107703Latest ADV March 4, 2026
Grove Street Fiduciary, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Peterborough, NH. Its latest Form ADV filing, dated March 4, 2026, reports $413M in regulatory assets under management, 4 employees, and 1,066 accounts.
Assets Under Management
$413M
Employees
4
Offices
--
Total Clients
297
Primary office
PETERBOROUGH, NH
20 GROVE STREET, SUITE 240, PETERBOROUGH, NH, United States
Top client segmentHNWI represent 62.0% of total clients.
Top client categories% of clientsClients
1
HNWI
62.0%
184
2
Individuals
36.4%
108
3
Charitable
1.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$413Mas of March 4, 2026
Discretionary96.5%
$399M
97% of total RAUM96.5%
Non-discretionary3.5%
$14M
3% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$413M
Total Accounts1,066
10Y AUM Change+$205M (+98.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee74:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.