SourcingSourcing

GROVE STREET ADVISORS, LLC

C23
CRD 111497·SEC 801-60272·NEWTON, MA
AUM
$6.86B
$1B+
Est. Revenue
$68.6M
@ 1% on AUM
Est. EBITDA
$20.6M
@ 30% margin
Est. Deal Value
$164.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GROVE STREET ADVISORS, LLC
CRD
111497
SEC file #
801-60272
EIN
000000000
DBA names
Grovestreet

Economics

AUM
$6.86B
AUM band
$1B+
AUM trajectory
'20'26
$5.47B → $6.86B▲ +25%
Client mix
Pooled Investment Vehicles42

Operations

Employees (total)
35
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
10 advisors → 7 advisors▼ -30%
Primary office
NEWTON MA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
Fixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
01/16/2026
ADV-W filed at
—
Website
grovestreet.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANGELLA, FRANK
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
11
Control Persons
ANGELLA, FRANK
MIRANDA, MARIO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GROVESTREET.COM
Rdap Domain Creation Date
1999-04-23T04:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
59
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001832255
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2020-12-10
Edgar Last Filing Date
2020-12-10
Edgar Form D Count
1
Edgar Form D Offerings
2020-12-102020-12-10 · 0001832255-20-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan82
E*trade4
Edgar Addresses
Mailing
ONE NEWTON EXECUTIVE PARK2221 WASHINGTON STREETNEWTON, MA 02462
Business
ONE NEWTON EXECUTIVE PARK2221 WASHINGTON STREETNEWTON, MA 02462
Edgar EIN
000000000
Edgar Recent Filings
D2020-12-10 · 0001832255-20-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-04-23T04:00:00Z
Rdap Domain Last Changed
2025-02-22T07:07:10Z
Rdap Nameservers
Ns67.worldnic.comNs68.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5031049
Trust Company Affiliate
No

People (11)

11
ANGELLA, FRANK
Direct Owner · 17.5%
5031049
MARIO MIRANDA
Direct Owner · 17.5%
5814664
OU, PENG (BRUCE)
Direct Owner · 17.5%
6541942
QUINN, CHRISTOPHER, LESTER
Direct Owner · 17.5%
6268259
SHERWOOD, PATRICK, K.
Direct Owner · 17.5%
8049298
CROCKETT, CATHERINE
Direct Owner · 7.5%
4369853
GONDER, BARRY, J.
Direct Owner · 7.5%
4449564
HARRIS, CLINTON, P
Direct Owner · 7.5%
1384994
ST. GERMAIN, ANN
Direct Owner · 7.5%
4369854
BLUMENSTEIN, ADAM, JOSEPH
Executive Officer · 2.5%
5901366
YANG, CHRISTOPHER
Executive Officer · 2.5%
5031053