GROVE STREET ADVISORS, LLC
Legal name: GROVESTREET
CRD #111497 SEC #801-60272 NEWTON, MA 781-263-6100
SEC Registered Private Funds
Total AUM
$6.8B
Discretionary
$6.6B
Employees
36
Clients
--
Accounts
47
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $6.8B | $6.6B | $141.5M | 36 | 0 |
| Mar 2025 | $6.7B | $6.5B | $168.9M | 36 | 0 |
| May 2024 | $6.5B | $6.3B | $190.9M | 36 | 0 |
| Mar 2024 | $6.3B | $6.2B | $189.7M | 36 | 0 |
| May 2023 | $7B | $6.7B | $226.1M | 37 | 0 |
| Mar 2023 | $7.1B | $6.9B | $246.6M | 37 | 0 |
| May 2022 | $8.6B | $8.3B | $338.5M | 36 | 0 |
| Mar 2022 | $8.2B | $7.9B | $346.1M | 36 | 0 |
| May 2021 | $7.1B | $6.8B | $321.5M | 35 | 0 |
| Mar 2021 | $6.1B | $5.8B | $253.2M | 36 | 0 |
| May 2020 | $5.7B | $5.5B | $175.6M | 36 | 0 |
| Mar 2020 | $5.4B | $5.2B | $183.5M | 37 | 0 |
| May 2019 | $5.5B | $5.2B | $237.1M | 36 | 0 |
| Mar 2019 | $5.5B | $5.3B | $205M | 36 | 0 |
| Sep 2018 | $5.3B | $5.1B | $203.4M | 35 | 0 |
| May 2018 | $5.3B | $5.1B | $203.4M | 35 | 0 |
| Mar 2018 | $5.2B | $5B | $202.1M | 35 | 0 |
| May 2017 | $5.2B | $5B | $166.6M | 34 | 26 |
| Mar 2017 | $5.2B | $5B | $174.1M | 34 | 26 |
| May 2016 | $5.3B | $5.1B | $195.7M | 35 | 26 |
| Mar 2016 | $5.2B | $5B | $201M | 35 | 26 |
| Aug 2015 | $5.1B | $4.8B | $249M | 33 | 26 |
| May 2015 | $5.1B | $4.8B | $249M | 33 | 26 |
| Mar 2015 | $4.8B | $4.5B | $247.2M | 32 | 26 |
| May 2014 | $5.1B | $4.9B | $287M | 33 | 26 |
| Mar 2014 | $4.8B | $4.5B | $283.6M | 33 | 26 |
| Apr 2013 | $4.8B | $4.4B | $358.6M | 33 | 11 |
| Mar 2013 | $4.8B | $4.4B | $393.6M | 33 | 11 |
| Mar 2012 | $4.8B | $4.3B | $519.8M | 11 | 11 |
| May 2011 | $4.8B | $4.2B | $613.1M | -- | -- |
| May 2011 | $4.8B | $4.2B | $613.1M | -- | -- |
| Mar 2011 | $4.8B | $4.2B | $613.1M | -- | -- |
| Mar 2010 | $4.7B | $4B | $674M | -- | -- |
| Apr 2009 | $4.7B | $3.8B | $937.9M | -- | -- |
| Mar 2007 | $3.9B | $2.8B | $1.1B | -- | -- |
| Sep 2005 | $2.9B | $1.6B | $1.3B | -- | -- |
| Apr 2004 | $2.8B | $1.5B | $1.4B | -- | -- |
| Apr 2002 | $2.9B | $1.5B | $1.4B | -- | -- |
| May 2001 | $2.4B | $1.1B | $1.3B | -- | -- |
DateMay 2025
Total AUM$6.8B
Discretionary$6.6B
Non-Disc.$141.5M
Employees36
Clients0
DateMar 2025
Total AUM$6.7B
Discretionary$6.5B
Non-Disc.$168.9M
Employees36
Clients0
DateMay 2024
Total AUM$6.5B
Discretionary$6.3B
Non-Disc.$190.9M
Employees36
Clients0
DateMar 2024
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$189.7M
Employees36
Clients0
DateMay 2023
Total AUM$7B
Discretionary$6.7B
Non-Disc.$226.1M
Employees37
Clients0
DateMar 2023
Total AUM$7.1B
Discretionary$6.9B
Non-Disc.$246.6M
Employees37
Clients0
DateMay 2022
Total AUM$8.6B
Discretionary$8.3B
Non-Disc.$338.5M
Employees36
Clients0
DateMar 2022
Total AUM$8.2B
Discretionary$7.9B
Non-Disc.$346.1M
Employees36
Clients0
DateMay 2021
Total AUM$7.1B
Discretionary$6.8B
Non-Disc.$321.5M
Employees35
Clients0
DateMar 2021
Total AUM$6.1B
Discretionary$5.8B
Non-Disc.$253.2M
Employees36
Clients0
DateMay 2020
Total AUM$5.7B
Discretionary$5.5B
Non-Disc.$175.6M
Employees36
Clients0
DateMar 2020
Total AUM$5.4B
Discretionary$5.2B
Non-Disc.$183.5M
Employees37
Clients0
DateMay 2019
Total AUM$5.5B
Discretionary$5.2B
Non-Disc.$237.1M
Employees36
Clients0
DateMar 2019
Total AUM$5.5B
Discretionary$5.3B
Non-Disc.$205M
Employees36
Clients0
DateSep 2018
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$203.4M
Employees35
Clients0
DateMay 2018
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$203.4M
Employees35
Clients0
DateMar 2018
Total AUM$5.2B
Discretionary$5B
Non-Disc.$202.1M
Employees35
Clients0
DateMay 2017
Total AUM$5.2B
Discretionary$5B
Non-Disc.$166.6M
Employees34
Clients26
DateMar 2017
Total AUM$5.2B
Discretionary$5B
Non-Disc.$174.1M
Employees34
Clients26
DateMay 2016
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$195.7M
Employees35
Clients26
DateMar 2016
Total AUM$5.2B
Discretionary$5B
Non-Disc.$201M
Employees35
Clients26
DateAug 2015
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$249M
Employees33
Clients26
DateMay 2015
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$249M
Employees33
Clients26
DateMar 2015
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$247.2M
Employees32
Clients26
DateMay 2014
Total AUM$5.1B
Discretionary$4.9B
Non-Disc.$287M
Employees33
Clients26
DateMar 2014
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$283.6M
Employees33
Clients26
DateApr 2013
Total AUM$4.8B
Discretionary$4.4B
Non-Disc.$358.6M
Employees33
Clients11
DateMar 2013
Total AUM$4.8B
Discretionary$4.4B
Non-Disc.$393.6M
Employees33
Clients11
DateMar 2012
Total AUM$4.8B
Discretionary$4.3B
Non-Disc.$519.8M
Employees11
Clients11
DateMay 2011
Total AUM$4.8B
Discretionary$4.2B
Non-Disc.$613.1M
Employees--
Clients--
DateMay 2011
Total AUM$4.8B
Discretionary$4.2B
Non-Disc.$613.1M
Employees--
Clients--
DateMar 2011
Total AUM$4.8B
Discretionary$4.2B
Non-Disc.$613.1M
Employees--
Clients--
DateMar 2010
Total AUM$4.7B
Discretionary$4B
Non-Disc.$674M
Employees--
Clients--
DateApr 2009
Total AUM$4.7B
Discretionary$3.8B
Non-Disc.$937.9M
Employees--
Clients--
DateMar 2007
Total AUM$3.9B
Discretionary$2.8B
Non-Disc.$1.1B
Employees--
Clients--
DateSep 2005
Total AUM$2.9B
Discretionary$1.6B
Non-Disc.$1.3B
Employees--
Clients--
DateApr 2004
Total AUM$2.8B
Discretionary$1.5B
Non-Disc.$1.4B
Employees--
Clients--
DateApr 2002
Total AUM$2.9B
Discretionary$1.5B
Non-Disc.$1.4B
Employees--
Clients--
DateMay 2001
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.3B
Employees--
Clients--