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| Happy Holidays!! thanks for using AUM13F!! |
| Grove Street Fiduciary LLC
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| CRD # | 107703 |
| SEC # | 801-43397 |
| CIK # | 0002054682 |
| AUM | $362.7 M (2025-03-18) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 603-924-9939 |
| Address | 20 Grove Street Peterborough, NH 03458-0396 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.1 | ||
| J P Morgan Chase & Co | 1.4 | ||
| Apple Inc | 1.2 | ||
| International Business Machines Corp | 1.0 | ||
| Automatic Data Processing Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 69.0 |
| (b) Individuals (high net worth individuals) | 124 | 292.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 6 | 1.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,164 | 362.7 |
| By Discretionary | ||
| Discretionary | 1,107 | 351.1 |
| Non-Discretionary | 57 | 11.6 |
| Total | 1,164 | 362.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.7 | |
| Total | 1,164 | 362.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054682] |
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