Grove Street Advisors provides portfolio management for pooled vehicles and selecting other managers. The firm advises 42 private funds.
Grove Street Advisors reports 42 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 98.4% ($7.03B across 42 accounts) are managed with discretion; $112M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 42 | $7.14B | 100.0% | $170M |
| Total | 42 | $7.14B | 100% | $170M |
- Clients
- 42
- Regulatory AUM
- $7.14B
- AUM share
- 100.0%
- Avg. per client
- $170M
Total
- Clients
- 42
- Regulatory AUM
- $7.14B
- AUM share
- 100%
- Avg. per client
- $170M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 42
Grove Street Advisors is paid through fixed fees (other than subscription fees), performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
The leadership team of Grove Street Advisors includes Chief Compliance Officer Adam Blumenstein. It has 35 employees, 7 of them in advisory roles.
Leadership
Adam BlumensteinVP Finance & Chief Compliance Officer
Frank AngellaMember
Mario MirandaMember
Peng (Bruce) OuMember
Christopher QuinnMember & CFO
Patrick SherwoodMember- Christopher YangRetired
- Catherine CrockettRetired
- Clinton HarrisRetired
- Ann St. GermainRetired
- Barry GonderRetired
Staff
- 35 employees
- 7 in advisory functions
- 2 soliciting firms
- Owns 10% to 25% of Grove Street Advisors, LLC
Frank Angella
Control person · since July 2005
- Owns 10% to 25% of Grove Street Advisors, LLC
Christopher Quinn
Control person · since January 2018
- Owns 10% to 25% of Grove Street Advisors, LLC
Peng (Bruce) Ou
Control person · since July 2015
- Owns 10% to 25% of Grove Street Advisors, LLC
Mario Miranda
Control person · since January 2025
- Owns 10% to 25% of Grove Street Advisors, LLC
Patrick Sherwood
Control person · since January 2025
- Owns 5% to 10% of Grove Street Advisors, LLC
Catherine Crockett
since December 2025
- Owns 5% to 10% of Grove Street Advisors, LLC
Clinton Harris
since January 2015
- Owns 5% to 10% of Grove Street Advisors, LLC
Ann St. Germain
since December 2017
- Owns 5% to 10% of Grove Street Advisors, LLC
Barry Gonder
since December 2018
Grove Street Advisors’ regulatory assets went from $7.12B (May 2021) to $7.14B (May 2026); clients rose from 39 to 42 and employees were 35 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $7.14B | 42 | 35 | 1 |
| May 2025 | $6.77B | 44 | 36 | 1 |
| May 2024 | $6.48B | 42 | 36 | 1 |
| May 2023 | $6.95B | 40 | 37 | 1 |
| May 2022 | $8.64B | 39 | 36 | 1 |
| May 2021 | $7.12B | 39 | 35 | 1 |
Besides its headquarters, Grove Street Advisors has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 275 Grove Street, Building 2, Suite 150, NewtonHQ
Contact and registration details
- Legal name
- Grove Street Advisors, LLC
- Headquarters
- 275 Grove Street, Building 2, Suite 150, Newton, MA 02466
- Website
- grovestreet.com
- Phone
- 781-263-6100
- @grovestreet
- SEC file
- 801-60272
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Grove Street Advisors has custody of client assets.
How many clients does Grove Street Advisors have?
Grove Street Advisors has 42 clients and manages $7.14 billion for them, as of May 2026. They include 42 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026
What services does Grove Street Advisors offer?
Grove Street Advisors provides portfolio management for pooled vehicles and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Grove Street Advisors have?
Grove Street Advisors has 0 investment adviser representatives registered with state securities authorities, out of 35 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Grove Street Advisors?
Grove Street Advisors’ direct owners are Catherine Crockett, Frank Angella, Christopher Quinn, Peng (Bruce) Ou, Clinton Harris, Ann St. Germain, Barry Gonder, Mario Miranda and Patrick Sherwood, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 12 May 2026
How does Grove Street Advisors get paid?
Grove Street Advisors is paid through fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Grove Street Advisors?
Grove Street Advisors’ main office is at 275 Grove Street, Building 2, Suite 150, Newton, MA 02466. Its phone number is 781-263-6100. Its website is grovestreet.com.