GROVESTREET

RIASEC RegisteredEst. 2001
Total AUM
$7.1B
Discretionary
$7B
98% of AUM
Avg account
$159M
Accounts
45
Employees
35
Advisory reps
11

Firm details

Headquarters
AUBURNDALE, Massachusetts
CRD number
111497
Registered since
May 21, 2001
Fee structure
Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Grovestreet LLC is organized as a private equity–focused limited liability company that operates as a capital allocator to institutional clients. The firm is SEC-registered (since 2001) and is owned by an individual principal. Its business combines sponsorship and general partner roles in pooled vehicles with advisory responsibilities: portfolio management for pooled investment vehicles and selection of third‑party advisers. Compensation includes both fixed and performance‑based elements. Grovestreet does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm’s client set is institutional, and its activity profile centers on private equity and venture capital exposures, both through funds it sponsors and allocations to external managers.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ADAM BLUMENSTEIN

    Chief Compliance OfficerCRD 5901366

  • CHRISTOPHER QUINN

    Managing Partner and Chief Investment OfficerCRD 6268259

Contacts

3 of 9
  • FRANK ANGELLA

    Managing PartnerCRD 5031049

  • ANN ST. GERMAIN

    Managing PartnerCRD 4369854

  • BARRY GONDER

    Managing PartnerCRD 4449564

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUBURNDALE, MA

MIDDLESEX

Location

AUBURNDALE, MA

Headquartered in AUBURNDALE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
275 Grove St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth