Grovestreet is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newton, MA. Its latest Form ADV filing, dated January 16, 2026, reports $6.9B in regulatory assets under management, 35 employees, and 45 accounts.
Assets Under Management
$6.9B
Employees
35
Offices
--
Total Clients
42
Primary office
NEWTON, MA
275 GROVE STREET, BUILDING 2, SUITE 150, NEWTON, MA, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Fixed fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.9Bas of January 16, 2026
Discretionary98.2%
$6.7B
98% of total RAUM98.2%
Non-discretionary1.8%
$127M
2% of total RAUM1.8%
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$6.9B
Total Accounts45
10Y AUM Change+$1.7B (+33.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee1:1
10Y Employee Change+1 (+2.9%)
* 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.