Grimes &

Asset Manager SEC-registered adviser

Legal name: Grimes & Company Wealth Management, LLC

Westborough, MA Website

AUM

$6.3B
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$4.7M
Gross asset value

Employees

69

Last Form D raise

Apr 2025
Most recent fund filing

From SEC Form ADV filing (filed Sep 30, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

E
Emily Wood
Board Member
Source: SEC Form ADV
K
Kevin Grimes
Board Member, Chief Executive Officer and Chief Investment Officer
Source: SEC Form ADV
M
Maryann Copeland
Trustee, Timothy J Grimes Dynasty Trust
Source: SEC Form ADV
T
Timothy Grimes
Chairman of the Board and Sole Voting Shareholder, Grimes Holding
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Grimes High Income Opportunity Fund, LLCHedge Fund$4.7M——Apr 2025Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
109420
SEC file number
801-57193
CIK
1321993

Sources