AUMdb

Grove Street Advisors, Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 111497 · SEC file 801-60272 · Newton, MA · WWW.LINKEDIN.COM
☆ Save with Pro ADV data as of May 12, 2026
Regulatory AUM
$7.1B
Discretionary
$7.0B
Clients
42
Avg AUM / client
$170M
Accounts
45
Employees
35

AUM over time

$4.8B $8.6B
Dec 2011 May 2026

Annual snapshots from Form ADV filings · as of May 12, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 42 $7.1B 100.0%

Private funds (42)

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Reported in Form ADV Section 7.B.(1), filing of May 2024 · $5.7B combined gross assets

FundTypeDomicileGross assetsOwners
Q Ventures Program Ii, L.P. Private Equity Fund Delaware $625M 2
J Ventures Program, L.P Private Equity Fund Delaware $519M 2
Keva Investments Iv, L.P. Private Equity Fund Delaware $424M 2
Cloudveil Capital, L.P. Private Equity Fund Delaware $392M 2
Keva Investments Iii, L.P. Private Equity Fund Delaware $364M 2
Q Ventures Program Iii, L.P. Private Equity Fund Delaware $315M 2
Gsw C, L.P. Private Equity Fund Delaware $304M 2
Q Ventures Program, L.P. Private Equity Fund Delaware $279M 2
Gs Partners Ventures Iii, Llc Private Equity Fund Delaware $211M 2
Finnish Lgpi Ventures Ii, L.P. Private Equity Fund Delaware $190M 2
Gs Partners Ventures Ii, Llc Private Equity Fund Delaware $189M 2
Phoenix Pe Iii, L.P. Private Equity Fund Delaware $187M 2
Phoenix Pe Ii, L.P. Private Equity Fund Delaware $146M 2
Gsw Ventures Ii, L.P. Private Equity Fund Delaware $128M 2
Mp Ventures Ii, L.P. Private Equity Fund Delaware $122M 2

People (9)

NameRole / titleCredentialsWith firm sinceOwnership
Crockett, Catherine Member Jan 1998 (29y) 10% – 25%
Angella, Frank Member Jul 2005 (21y) 10% – 25%
Mazza, David Retired Dec 2008 (18y) 5% – 10%
Blumenstein, Adam, Joseph Vp Finance & Chief Compliance Officer Apr 2011 (15y) Less than 5%
Harris, Clinton, P Retired Jan 2015 (12y) 5% – 10%
Ou, Peng (Bruce) Member Jul 2015 (11y) 10% – 25%
St. Germain, Ann Retired Dec 2017 (9y) 5% – 10%
Quinn, Christopher, Lester Member & Cfo Jan 2018 (9y) 10% – 25%
Gonder, Barry, J. Retired Dec 2018 (8y) 5% – 10%

Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (42, $5.7B gross assets)

FundTypeGross assetsMin. investmentOwners
Q Ventures Program Ii, L.P. Private Equity Fund $625M $0 2
J Ventures Program, L.P Private Equity Fund $519M $0 2
Keva Investments Iv, L.P. Private Equity Fund $424M $0 2
Cloudveil Capital, L.P. Private Equity Fund $392M $0 2
Keva Investments Iii, L.P. Private Equity Fund $364M $0 2
Q Ventures Program Iii, L.P. Private Equity Fund $315M $0 2
Gsw C, L.P. Private Equity Fund $304M $0 2
Q Ventures Program, L.P. Private Equity Fund $279M $0 2
Gs Partners Ventures Iii, Llc Private Equity Fund $211M $0 2
Finnish Lgpi Ventures Ii, L.P. Private Equity Fund $190M $0 2
Gs Partners Ventures Ii, Llc Private Equity Fund $189M $0 2
Phoenix Pe Iii, L.P. Private Equity Fund $187M $0 2
Phoenix Pe Ii, L.P. Private Equity Fund $146M $0 2
Gsw Ventures Ii, L.P. Private Equity Fund $128M $0 2
Mp Ventures Ii, L.P. Private Equity Fund $122M $0 2
Gs Partners Buyouts Ii, Llc Private Equity Fund $116M $0 2
J Ventures Program Ii, L.P. Private Equity Fund $113M $0 2
Keva Investments V, L.P. Private Equity Fund $111M $0 2
Fs Ventures Iii, L.P. Private Equity Fund $109M $0 9
J Ventures Program Iii, L.P. Private Equity Fund $103M $0 2
Gsw B, L.P. Private Equity Fund $76.4M $0 2
California Emerging Ventures Iv, Llc Private Equity Fund $74.0M $0 2
Tajfo Ventures Iii, L.P. Private Equity Fund $72.8M $0 11
J Ventures Program Iv, L.P Private Equity Fund $70.6M $0 2
Life Science Impact Program, L.P. Private Equity Fund $68.6M $0 2

Top 25 of 42 funds by gross assets · all funds

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/12/2026 10.6 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Fixed fees
  • Performance-based fees
  • Other fees
  • A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST

Services

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.

View current Form ADV (SEC/IAPD) ↗