| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Grimes High Income Opportunity Fund, LLC | Hedge | $400K | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Grimes Wood Control | Board Member | Under 5% | 2015 |
| Grimes Aggregator, LLC | Member | 5-10% | 2025 |
| Grimes Holding Company, Inc. Control | Managing Member | Over 75% | 2025 |
Grimes & Company Wealth Management, LLC reports $5.6 billion in regulatory assets under management on its Form ADV.
Grimes & Company Wealth Management, LLC manages 1 private funds with combined gross assets of $400,000.
Grimes & Company Wealth Management, LLC reports 53 employees.
Grimes & Company Wealth Management, LLC is based in Westborough, MA and has been SEC-registered since 2000.
Grimes & Company Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $5.45B |
| Non-discretionary | $138.9M |
| Total (RAUM) | $5.59B |