Grove International Partners LLP (New York)


Grove International Partners LLP is a large advisory firm based in New York. It manages $1.41 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Grove International Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grove International Partners: assets under management

The assets under management (AUM) of Grove International Partners LLP is $1.41 billion. The firm's AUM has gone down by -17% since the beginning of its operation, and $1.24 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $921.26 million in discretionary accounts and $486.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.85 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $60.76 million.
Grove International Partners has custody of $1.19 billion in cash and securities for 34 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grove International Partners LLP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Grove International Partners serves?

The only and largest group of clients of Grove International Partners is pooled investment vehicles with 33 clients and $1.41 billion of assets under management. Among the 12 most similar advisory firms, Grove International Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.41 billion for 33 clients. 74% of the firm’s clients are foreign persons or businesses.

Grove International Partners also advises several private funds. Namely, twenty one real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.

Careers at Grove International Partners LLP

The company employs 20 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Richard Evans Georgi Managing partner 1 Oct 2004 Other 2270220
Markus Hens Partner 1 Oct 2004 Other 6024056
Red Bull Investments L.L.C. Partner 1 Jan 2007 25% - 50% 20-0249899
John Mchugh Partner/cco 1 Jan 2008 Other 6024039
Benjamin Jamron Partner 1 Jan 2012 Other 6024043
Jamron Properties Inc. Partner 1 Jan 2012 Other 11-2675937
Michael Francis Profenius Partner 1 May 2012 Other 2398071
David Dias Coelho Partner 1 Jan 2013 Other 4589077
Fabian Christian Godbersen Partner 1 Jan 2013 Other 6179881
Michael Paul Bidinger Partner 1 Jan 2014 Other 2771013
Jeremy A Heckerling Chief compliance officer 1 Jul 2014 Other 3219112
David William Ziegler Chief financial officer, partner 1 Aug 2014 Other 6393092
Jay Kwan Partner 1 Jan 2015 Other 6621607
Krzysztof Augustynowicz Chief compliance officer 1 Jan 2017 Other 6749208
Rohit Nmn Wanchoo Limited liability partner 1 Jan 2017 Other 6777527
Blue Hawk Holding B.V. Limited liability partner 1 Feb 2018 Other 858485035

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Benjamin Jamron Shareholder 1 Jan 1983 75% - 100% 6024043
Richard Evans Georgi Member 1 May 2007 75% - 100% 2270220
Trust Richard E. Georgi Iii Member 1 May 2007 75% - 100% xxx-xx-xxxx
Richard Evans Georgi Shareholder 1 Jul 2009 75% - 100% 2270220
Brown Bison Management Inc. Trustee 1 Mar 2011 75% - 100% 27-0620149
Harald Alexander Wassink Director 1 Feb 2018 75% - 100% 6932763

Based in New York

The principal office where Grove International Partners LLP performs its advisory services is located at 340 Madison Avenue, New York, NY 10173, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-710-7875 or by fax 212-710-9930. The normal business hours are 9am - 5 pm on Monday - Friday. You can find more information about the New York firm at groveinvestors.com.