Wealth Manager
    SEC Registered
    Manages Private Funds

    Grove Street Fiduciary, LLC

    Registered investment advisor · Peterborough, New Hampshire · CRD #107703

    Assets Under Management
    $413M
    Client Accounts
    1,066
    Employees
    4
    CRD Number
    107703
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Grove Street Fiduciary, LLC

    Grove Street Fiduciary, LLC is a highly respected fee-only financial advisory firm established in 1988, offering objective investment advice and financial planning services from Peterborough, New Hampshire. The firm does not sell securities or insurance, ensuring recommendations are in clients' best interests.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Grove Street Fiduciary, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Grove Street Fiduciary, LLC's AUM?

    Grove Street Fiduciary, LLC reports approximately $413M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Grove Street Fiduciary, LLC headquartered?

    Grove Street Fiduciary, LLC is headquartered in Peterborough, New Hampshire.

    What is Grove Street Fiduciary, LLC's CRD number?

    Grove Street Fiduciary, LLC's CRD number is 107703. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Grove Street Fiduciary, LLC manage?

    Grove Street Fiduciary, LLC manages approximately 1,066 client accounts according to its latest SEC filing.

    Is Grove Street Fiduciary, LLC SEC registered?

    Yes, Grove Street Fiduciary, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in New Hampshire

    Prime Buchholz LLC
    Portsmouth, NH · $14.1B AUM
    Impax Asset Management LLC
    Portsmouth, NH · $8.9B AUM
    Global Forest Partners LP
    Lebanon, NH · $3.5B AUM
    Matrix Capital Management Company, LP
    Portsmouth, NH · $2.3B AUM
    The Harbor Group, Inc.
    Bedford, NH · $2B AUM
    Wellesley Asset Management, Inc.
    Portsmouth, NH · $2B AUM
    See all top RIA firms in New Hampshire →

    Research firms like Grove Street Fiduciary, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial