GROVE STREET FIDUCIARY, LLC
CRD #107703 SEC #801-43397 PETERBOROUGH, NH 603-924-9939
SEC Registered
Total AUM
$362.7M
Discretionary
$351.1M
Employees
4
Clients
101
Accounts
1,164
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $362.7M | $351.1M | $11.6M | 4 | 0 |
| Nov 2024 | $331.7M | $320.2M | $11.6M | 4 | 0 |
| Aug 2024 | $331.7M | $320.2M | $11.6M | 4 | 0 |
| Jan 2024 | $331.7M | $320.2M | $11.6M | 4 | 0 |
| Dec 2023 | $344.2M | $333M | $11.1M | 5 | 0 |
| Mar 2023 | $344.2M | $333M | $11.1M | 5 | 0 |
| Mar 2022 | $358.8M | $345.4M | $13.4M | 5 | 0 |
| Dec 2021 | $314.2M | $300.6M | $13.5M | 7 | 0 |
| Mar 2021 | $314.2M | $300.6M | $13.5M | 7 | 0 |
| Jul 2020 | $274.9M | $259.3M | $15.6M | 7 | 0 |
| Jun 2020 | $274.9M | $259.3M | $15.6M | 7 | 0 |
| Mar 2020 | $274.9M | $259.3M | $15.6M | 7 | 0 |
| Mar 2019 | $249.6M | $238.1M | $11.4M | 6 | 0 |
| Mar 2019 | $249.6M | $238.1M | $11.4M | 6 | 0 |
| Apr 2018 | $249M | $236.7M | $12.3M | 7 | 0 |
| Apr 2018 | $249M | $236.7M | $12.3M | 7 | 0 |
| Mar 2018 | $249M | $236.7M | $12.3M | 7 | 0 |
| Feb 2018 | $249M | $236.7M | $12.3M | 7 | 0 |
| Apr 2017 | $214.2M | $203.5M | $10.7M | 6 | 248 |
| Jan 2017 | $207.8M | $197.3M | $10.5M | 6 | 248 |
| Nov 2016 | $177.7M | $169.1M | $8.6M | 6 | 244 |
| Oct 2016 | $177.7M | $169.1M | $8.6M | 6 | 244 |
| Sep 2016 | $177.7M | $169.1M | $8.6M | 6 | 244 |
| May 2016 | $177.7M | $169.1M | $8.6M | 6 | 244 |
| May 2016 | $177.7M | $169.1M | $8.6M | 6 | 244 |
| Feb 2016 | $177.7M | $169.1M | $8.6M | 6 | 244 |
| Feb 2015 | $181.8M | $181.8M | $0 | 7 | 241 |
| Oct 2014 | $160M | $154.9M | $5.1M | 7 | 228 |
| Jun 2014 | $160M | $154.9M | $5.1M | 7 | 228 |
| Jun 2014 | $160M | $154.9M | $5.1M | 7 | 228 |
| Apr 2014 | $160M | $154.9M | $5.1M | 7 | 228 |
| Jan 2014 | $160M | $154.9M | $5.1M | 7 | 228 |
| Oct 2013 | $136.4M | $133.9M | $2.4M | 6 | 200 |
| Jul 2013 | $136.4M | $133.9M | $2.4M | 6 | 200 |
| Feb 2013 | $136.4M | $133.9M | $2.4M | 7 | 200 |
| Mar 2012 | $120.9M | $118.3M | $2.6M | 1 | 200 |
| Mar 2012 | $120.9M | $118.3M | $2.6M | 1 | 200 |
| Mar 2011 | $117.9M | $116M | $1.9M | 5 | -- |
| Jan 2007 | $85.8M | $83.5M | $2.3M | 10 | -- |
| Mar 2006 | $75.1M | $74M | $1M | 5 | -- |
| Feb 2005 | $63.4M | $61.9M | $1.5M | 5 | -- |
| Jan 2005 | $63.4M | $61.9M | $1.5M | 5 | -- |
DateMar 2025
Total AUM$362.7M
Discretionary$351.1M
Non-Disc.$11.6M
Employees4
Clients0
DateNov 2024
Total AUM$331.7M
Discretionary$320.2M
Non-Disc.$11.6M
Employees4
Clients0
DateAug 2024
Total AUM$331.7M
Discretionary$320.2M
Non-Disc.$11.6M
Employees4
Clients0
DateJan 2024
Total AUM$331.7M
Discretionary$320.2M
Non-Disc.$11.6M
Employees4
Clients0
DateDec 2023
Total AUM$344.2M
Discretionary$333M
Non-Disc.$11.1M
Employees5
Clients0
DateMar 2023
Total AUM$344.2M
Discretionary$333M
Non-Disc.$11.1M
Employees5
Clients0
DateMar 2022
Total AUM$358.8M
Discretionary$345.4M
Non-Disc.$13.4M
Employees5
Clients0
DateDec 2021
Total AUM$314.2M
Discretionary$300.6M
Non-Disc.$13.5M
Employees7
Clients0
DateMar 2021
Total AUM$314.2M
Discretionary$300.6M
Non-Disc.$13.5M
Employees7
Clients0
DateJul 2020
Total AUM$274.9M
Discretionary$259.3M
Non-Disc.$15.6M
Employees7
Clients0
DateJun 2020
Total AUM$274.9M
Discretionary$259.3M
Non-Disc.$15.6M
Employees7
Clients0
DateMar 2020
Total AUM$274.9M
Discretionary$259.3M
Non-Disc.$15.6M
Employees7
Clients0
DateMar 2019
Total AUM$249.6M
Discretionary$238.1M
Non-Disc.$11.4M
Employees6
Clients0
DateMar 2019
Total AUM$249.6M
Discretionary$238.1M
Non-Disc.$11.4M
Employees6
Clients0
DateApr 2018
Total AUM$249M
Discretionary$236.7M
Non-Disc.$12.3M
Employees7
Clients0
DateApr 2018
Total AUM$249M
Discretionary$236.7M
Non-Disc.$12.3M
Employees7
Clients0
DateMar 2018
Total AUM$249M
Discretionary$236.7M
Non-Disc.$12.3M
Employees7
Clients0
DateFeb 2018
Total AUM$249M
Discretionary$236.7M
Non-Disc.$12.3M
Employees7
Clients0
DateApr 2017
Total AUM$214.2M
Discretionary$203.5M
Non-Disc.$10.7M
Employees6
Clients248
DateJan 2017
Total AUM$207.8M
Discretionary$197.3M
Non-Disc.$10.5M
Employees6
Clients248
DateNov 2016
Total AUM$177.7M
Discretionary$169.1M
Non-Disc.$8.6M
Employees6
Clients244
DateOct 2016
Total AUM$177.7M
Discretionary$169.1M
Non-Disc.$8.6M
Employees6
Clients244
DateSep 2016
Total AUM$177.7M
Discretionary$169.1M
Non-Disc.$8.6M
Employees6
Clients244
DateMay 2016
Total AUM$177.7M
Discretionary$169.1M
Non-Disc.$8.6M
Employees6
Clients244
DateMay 2016
Total AUM$177.7M
Discretionary$169.1M
Non-Disc.$8.6M
Employees6
Clients244
DateFeb 2016
Total AUM$177.7M
Discretionary$169.1M
Non-Disc.$8.6M
Employees6
Clients244
DateFeb 2015
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees7
Clients241
DateOct 2014
Total AUM$160M
Discretionary$154.9M
Non-Disc.$5.1M
Employees7
Clients228
DateJun 2014
Total AUM$160M
Discretionary$154.9M
Non-Disc.$5.1M
Employees7
Clients228
DateJun 2014
Total AUM$160M
Discretionary$154.9M
Non-Disc.$5.1M
Employees7
Clients228
DateApr 2014
Total AUM$160M
Discretionary$154.9M
Non-Disc.$5.1M
Employees7
Clients228
DateJan 2014
Total AUM$160M
Discretionary$154.9M
Non-Disc.$5.1M
Employees7
Clients228
DateOct 2013
Total AUM$136.4M
Discretionary$133.9M
Non-Disc.$2.4M
Employees6
Clients200
DateJul 2013
Total AUM$136.4M
Discretionary$133.9M
Non-Disc.$2.4M
Employees6
Clients200
DateFeb 2013
Total AUM$136.4M
Discretionary$133.9M
Non-Disc.$2.4M
Employees7
Clients200
DateMar 2012
Total AUM$120.9M
Discretionary$118.3M
Non-Disc.$2.6M
Employees1
Clients200
DateMar 2012
Total AUM$120.9M
Discretionary$118.3M
Non-Disc.$2.6M
Employees1
Clients200
DateMar 2011
Total AUM$117.9M
Discretionary$116M
Non-Disc.$1.9M
Employees5
Clients--
DateJan 2007
Total AUM$85.8M
Discretionary$83.5M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2006
Total AUM$75.1M
Discretionary$74M
Non-Disc.$1M
Employees5
Clients--
DateFeb 2005
Total AUM$63.4M
Discretionary$61.9M
Non-Disc.$1.5M
Employees5
Clients--
DateJan 2005
Total AUM$63.4M
Discretionary$61.9M
Non-Disc.$1.5M
Employees5
Clients--