Grimes & Company Wealth Management, LLC
● SEC registered since 2000CRD 109420SEC# 801-57193Westborough, MA
Ranks #1,148 of 6,037 private fund managers by regulatory AUM.
Reg. AUM
$6.3B
Fund GAV
$4.7M
Private funds
1
Employees
69
Accounts
9,842
Location
Westborough, MA
Grimes & Company Wealth Management, LLC assets under management
Grimes & Company Wealth Management, LLC is an SEC-registered investment adviser based in Westborough, MA. The firm has been registered since 2000. It reports $6.3 billion in regulatory assets under management and employs 69 people. Grimes & Company Wealth Management, LLC manages 1 private fund with combined gross assets of $4.7 million, including Grimes High Income Opportunity Fund, LLC. By regulatory assets, it ranks 1,148 of 6,037 private fund managers.
Grimes & Company Wealth Management, LLC private funds
1 funds · $4.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Grimes High Income Opportunity Fund, LLC | Hedge | $4.7M | $250K |
Grimes & Company Wealth Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Grimes Wood Control | Board Member | Under 5% | 2015 |
| Grimes Group, LLC Control | Managing Member | Over 75% | 2026 |
| Kevin Timothy Grimes Control | Board Member, Chief Executive Officer And Chief Investment Officer | Under 5% | 2015 |
| Michael Joseph Davide Control | Chief Compliance Officer | Under 5% | 2016 |
| Grimes Holding Company, Inc. Control | Managing Member | 50-75% | 2026 |
| Maryann No Middle Name Copeland Control | Trustee | — | 2024 |
| Timothy J Grimes Dynasty Trust | Shareholder | 25-50% | 2025 |
| Timothy John Grimes Control | Chairman Of The Board And Sole Voting Shareholder | — | 2025 |
Frequently asked questions
How much does Grimes & Company Wealth Management, LLC manage?
Grimes & Company Wealth Management, LLC reports $6.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Grimes & Company Wealth Management, LLC manage?
Grimes & Company Wealth Management, LLC manages 1 private funds with combined gross assets of $4.7 million.
How many employees does Grimes & Company Wealth Management, LLC have?
Grimes & Company Wealth Management, LLC reports 69 employees.
Where is Grimes & Company Wealth Management, LLC located?
Grimes & Company Wealth Management, LLC is based in Westborough, MA and has been SEC-registered since 2000.
Does Grimes & Company Wealth Management, LLC disclose fund performance?
Grimes & Company Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Technology Drive, Suite 100, Westborough, MA 01581 |
| Phone | 508-366-3883 |
| Fax | 508-366-0999 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1321993 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.3B▲ 13%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,340 advisers
AUM vs fund managersTop 19%
Larger than 81% of 6,037 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 9%
More than 91% of 16,820 advisers
Assets under management
$6.3Bregulatory AUM
Discretionary $6.12BNon-discretionary $175.8M
Service providers
Auditor
Prime broker
Custodian
Administrator