# GRIMES & COMPANY

GRIMES & COMPANY of WESTBOROUGH, MA is an SEC-registered investment adviser.

## Registration

- CRD: 109420
- Type: SEC-registered investment adviser
- SEC file number: 801-57193
- Location: ONE TECHNOLOGY DRIVE, WESTBOROUGH, MA, 01581
- Phone: 508-366-3883
- Latest filing: 2026-03-28
- Regulatory AUM: $6.3B
- Discretionary AUM: $6.1B
- Non-discretionary AUM: $175.8M
- Clients: 69
- Accounts: 9,842

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Timothy Grimes | BOARD MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | — |
| Emily Grimes Wood | BOARD MEMBER; MEMBER | — |
| Michael Joseph Davide | CHIEF COMPLIANCE OFFICER | — |
| Timothy John Grimes | CHAIRMAN OF THE BOARD AND SOLE VOTING SHAREHOLDER | — |
| Maryann No Middle Name Copeland | TRUSTEE | — |
| James Michael Grenon | MEMBER | — |
| GRIMES TIMOTHY JOHN | FOUNDER AND CHAIRMAN; PRESIDENT | — |
| GRIMES KEVIN TIMOTHY | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; DIRECTOR; PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| CONNOLLY GERALD STEPHEN | DIRECTOR; DIRECTOR & CCO; DIRECTOR & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| GRIMES CAROLYN | DIRECTOR | — |
| GRIMES CAROLYN FIELDS | DIRECTOR | — |
| DEVICO PAUL | TRUSTEE | — |
| WOOD EMILY GRIMES | DIRECTOR | — |
| DAVIDE MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109420/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109420/similar
- Related entities: https://search.stillhousedata.com/firm/109420/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109420

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.