CRD: 107703
Grove Street Fiduciary, LLC
$413.2M Total AUM
$398.9M Disc. AUM
-- 3Y CAGR
4 Employees
297 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- LegacyLegacy zenith
- Established Date
- 02-24-1993
- Office Locations
- 1
Office Locations
20 Grove Street Suite 240 Peterborough NH
About Grove Street Fiduciary, LLC
Grove Street Fiduciary, LLC is a Peterborough-based RIA. The firm has been operating for 33 years. Managing $413.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
56 AVG AGE
$206.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
15.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Delta Element insight Eagle wave
Custodian
Timber Pathway Atlas legacy Vital North zenith Atlas pathway Delta Pioneer
Fund Managers
Signal crest
Investment Themes
Catalyst Eagle crest Optima
Investment Vehicles
Vertex North
Services
Vertex Meridian Meridian pathway Ridge value Vector North timber Pioneer Unison prime
Technology
Glacier Prime
Owner & Executives
HAZEL ELIZABETH GROLLJAHN
CHIEF OPERATING OFFICER, Managing Director
- CRD
- #6644697
- Ownership
- Less than 5%
(327) 242-8833
vector.pathway@primecapital.com
in linkedin.com/in/alpha-radial
CARL AMOS JOHNSON
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #4343732
- Ownership
- Less than 5%
(340) 479-9412
summit.prime@northcapital.com
in linkedin.com/in/wave-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $398,865,018 | $391,044 |
| Non-Discretionary | $14,321,623 | $311,340 |
| Total | $413,186,641 | $387,605 |
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Separately Managed Accounts
Total SMA Asset: $413,186,641
Public Funds:
10.6% Cash:
55.3% Equity - Exchange:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $889,018,260 | 10.6% |
| Cash | $4,637,991,491 | 55.3% |
| Equity - Exchange | $2,859,954,970 | 34.1% |
| Total | $8,386,964,721 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME HORIZON ZENITH | SUMMIT VALUE | GVCBM8B39 | DUBYV | 2.15% | $33,228,889 |
| ALPHA OAK | CAPITAL CREST | G57Q5WZPZ | ZKS | 7.68% | $96,061,330 |
| DELTA UNISON EMBER | DELTA ZENITH | 7RDML1P3X | RKF | 5.87% | $85,745,569 |
| INSIGHT MATRIX FOUNDATION | WAVE PIONEER | BV9SYJ8C4 | CDQKY | 8.66% | $91,792,301 |
| FOUNDATION BEACON DELTA | PRIME EMBER | 8Z1TGO34E | GIZ | 2.81% | $1,364,169 |
| VECTOR PIONEER BRIDGE | WAVE FRONTIER | ITY92YSLH | HUROB | 8.03% | $31,519,961 |
| FOCUS FUSION | BRIDGE PEAK | T8F25OQ8S | KSA | 1.80% | $73,403,526 |
| ELEMENT DELTA | HORIZON BRIDGE | S45MQ4QZM | ZAM | 6.28% | $12,836,908 |