{
  "crd_number": 111497,
  "slug": "grovestreet-newton-ma-111497",
  "primary_business_name": "GROVESTREET",
  "legal_name": "GROVE STREET ADVISORS, LLC",
  "dbas": [],
  "city": "Newton",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-05-21",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-05-12",
  "carried_forward": false,
  "raum_total": 7143261216.0,
  "raum_discretionary": 7030895434.0,
  "raum_non_discretionary": 112365782.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 35,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": null,
      "count": 0
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 7143261216.0,
      "count": 42
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://grovestreet.com",
    "https://grovestreetadvisors.com",
    "https://linkedin.com/COMPANY/GROVESTREET"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111497",
  "city_as_filed": "NEWTON",
  "url": "https://advisorcensus.com/firm/grovestreet-newton-ma-111497",
  "display_name": "Grovestreet",
  "summary": "Grovestreet is an SEC-registered investment advisory firm in Newton, MA, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.",
  "citation": "AdvisorCensus. Grovestreet (CRD 111497): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Grovestreet compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Grovestreet reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Grovestreet located?",
      "a": "Grovestreet's principal office is in Newton, MA, according to its Form ADV."
    },
    {
      "q": "Is Grovestreet registered with the SEC or a state?",
      "a": "Grovestreet is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111497."
    },
    {
      "q": "How much does Grovestreet manage?",
      "a": "Grovestreet reports $7,143,261,216 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (98% discretionary)."
    },
    {
      "q": "How have Grovestreet's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Grovestreet: Regulatory assets under management: $7,121,648,000 in the October 2021 data and $7,143,261,216 in the October 2026 data, unchanged. Total employees: 35 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Grovestreet serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (42)."
    },
    {
      "q": "Does Grovestreet report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111497"
    },
    {
      "q": "What changed in Grovestreet's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Employees performing advisory functions went from 8 to 7. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 7121648000.0,
      "total_employees": 35,
      "filing_date": "2021-05-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 8638984745.0,
      "total_employees": 36,
      "filing_date": "2022-05-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6952232336.0,
      "total_employees": 37,
      "filing_date": "2023-05-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6484561795.0,
      "total_employees": 36,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6773243307.0,
      "total_employees": 36,
      "filing_date": "2025-05-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7143261216.0,
      "total_employees": 35,
      "filing_date": "2026-05-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 7.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/grovestreet-newton-ma-111497.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 7143261216.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111497",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}