# Grovestreet

> 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.

- CRD: 111497
- Filed as: GROVESTREET
- Legal name: Grove Street Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newton, MA
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111497
- AdvisorCensus page: https://advisorcensus.com/firm/grovestreet-newton-ma-111497

## Quick answers

**How is Grovestreet compensated?**
On its Form ADV (Item 5.E, October 2026), Grovestreet reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees; other.

**Where is Grovestreet located?**
Grovestreet's principal office is in Newton, MA, according to its Form ADV.

**Is Grovestreet registered with the SEC or a state?**
Grovestreet is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111497.

**How much does Grovestreet manage?**
Grovestreet reports $7,143,261,216 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (98% discretionary).

**How have Grovestreet's assets and staff changed since 2021?**
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.

**What types of clients does Grovestreet serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (42).

**Does Grovestreet report any disciplinary disclosures?**
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

**What changed in Grovestreet's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $7,143,261,216
- Discretionary: $7,030,895,434
- Non-discretionary: $112,365,782

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 42 | $7,143,261,216 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 35 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- grovestreet.com
- grovestreetadvisors.com
- LinkedIn @GROVESTREET

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,121,648,000 | 35 | May 5, 2021 |
| October 2022 | $8,638,984,745 | 36 | May 17, 2022 |
| October 2023 | $6,952,232,336 | 37 | May 9, 2023 |
| October 2024 | $6,484,561,795 | 36 | May 1, 2024 |
| October 2025 | $6,773,243,307 | 36 | May 6, 2025 |
| October 2026 | $7,143,261,216 | 35 | May 12, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 8 to 7.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grovestreet (CRD 111497): Form ADV filing data as of October 2026.