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Grove Street Fiduciary, LLC

● SEC registered since 1993CRD 107703SEC# 801-43397Peterborough, NH
Export (members)
Reg. AUM
$362.7M
Employees
4
Accounts
1,164
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 $362.7 million in regulatory assets under management and employs 4 people.

Grove Street Fiduciary, LLC owners & executives

6 reported
NameTitleOwnershipSince
Carl Amos Johnson ControlChief Executive Officer And Chief Compliance OfficerUnder 5%2016
Carl Amos Johnson Revocable Trust ControlOwnerOver 75%2013
Forget-Me-Not Blue Trust ControlOwner10-25%2020
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Frequently asked questions

How much does Grove Street Fiduciary, LLC manage?

Grove Street Fiduciary, LLC reports $362.7 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

Address20 Grove Street, Suite 240, Peterborough, NH 03458-0396
Phone603-924-9939
Fax603-924-9938
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$351.1M
Non-discretionary$11.6M
Total (RAUM)$362.7M