Jeta Grove, LLC (Boston)

Jeta Grove, LLC is a pension cosultant based in Boston. It manages $2.58 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida and Massachusetts.

Jeta Grove provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jeta Grove: assets under management

The assets under management (AUM) of Jeta Grove, LLC is $2.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.32 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jeta Grove, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jeta Grove, LLC

Richard Ros Davis has served as the Chief Investment Officer since 1 Sep 2005. Gina Kulig Bradley joined the executive team most recently as the General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vincent Joseph Gratch	Chief compliance officer	1 Sep 2005	Other	4861132
Peter John Raimondi	Chief executive officer & manager	1 Sep 2005	Other	1264256
Stephen Thomas Sadler	Manager	1 Sep 2005	Other	1506642
Michael Jeffrey Nathanson	Cfo & manager	1 Sep 2005	Other	4861134
John Robert Halsey	Chief operations officer	1 Sep 2005	Other	234658
Kirby Alan Hamilton	Manager	1 Sep 2005	Other	4650621
Llc The Colony Group	Member	1 Sep 2005	75% - 100%	111806
Richard Ros Davis	Chief investment officer	1 Sep 2005	Other	1082251
Michael Joseph Egan	Managing director	1 Dec 2005	Other	2124653
Cheryl Lee Charbonneau	Managing director	1 May 2006	Other	4557798
Gina Kulig Bradley	General counsel	1 Dec 2007	Other	5485657

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Kirby Alan Hamilton	Member	1 Jan 2003	25% - 50%	4650621

Based in Boston

The principal office where Jeta Grove, LLC performs its advisory services is located at Two Atlantic Avenue, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-896-2179 or by fax 617-723-6338. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday.