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| Happy Holidays!! thanks for using AUM13F!! |
| Grove Point Advisors LLC
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|---|---|
| CRD # | 313171 |
| SEC # | 801-56879 |
| CIK # | 0000313171, 0001997496 |
| AUM | $2.5 B (2025-07-01) |
| Employees | 389 (68% Investors, 84% Brokers) |
| Phone | 301-944-5900 |
| Address | 2440 Research Blvd Rockville, MD 20850 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,214 | 1.5 |
| (b) Individuals (high net worth individuals) | 421 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 0.0 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,556 | 2.5 |
| By Discretionary | ||
| Discretionary | 2,228 | 0.6 |
| Non-Discretionary | 7,328 | 1.9 |
| Total | 9,556 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 9,556 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001997496] |
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