Grove Street Fiduciary, LLC
● SEC registered since 1993CRD 107703SEC# 801-43397Peterborough, NH
Reg. AUM
$413.2M
Employees
4
Accounts
1,066
Location
Peterborough, NH
Grove Street Fiduciary, LLC assets under management
Grove Street Fiduciary, LLC is a registered investment adviser overseen by the SEC based in Peterborough, NH. The firm has been registered since 1993. It reports $413.2 million in regulatory assets under management and employs 4 people.
Grove Street Fiduciary, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Amos Johnson Control | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2016 |
| Carl Amos Johnson Revocable Trust Control | Owner | Over 75% | 2013 |
| Forget-Me-Not Blue Trust Control | Owner | 10-25% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Grove Street Fiduciary, LLC manage?
Grove Street Fiduciary, LLC reports $413.2 million in regulatory assets under management on its Form ADV.
How many employees does Grove Street Fiduciary, LLC have?
Grove Street Fiduciary, LLC reports 4 employees.
Where is Grove Street Fiduciary, LLC located?
Grove Street Fiduciary, LLC is based in Peterborough, NH and has been SEC-registered since 1993.
Does Grove Street Fiduciary, LLC disclose fund performance?
Grove Street Fiduciary, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Grove Street, Suite 240, Peterborough, NH 03458-0396 |
| Phone | 603-924-9939 |
| Fax | 603-924-9938 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$413.2M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$413.2Mregulatory AUM
Discretionary $398.9MNon-discretionary $14.3M