GROW FUNDS LLC

RIASEC Registered
Total AUM
$86.5M
Discretionary
$82.7M
96% of AUM
Avg account
$1.9M
Accounts
46
Employees
4
Advisory reps
3

Firm details

Headquarters
LA JOLLA, California
CRD number
269960
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI64.88%
  • Pooled Investment Vehicles21.33%
  • Charitable Organizations9.93%
  • Pension & Profit Sharing Plans2.72%
  • Individuals1.14%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Grow Funds LLC operates as a multi-strategy investment manager with a clear tilt toward equity exposure and an active role in alternative fund management. The firm is organized as a limited liability company and positions itself across hedge fund and private equity structures while also providing pooled-vehicle and institutional portfolio management. Its client base includes both high-net-worth individuals and institutional investors, and fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, reflecting its involvement with funds that charge incentive fees. Investment activity centers on separately managed and pooled equity strategies, supplemented by third-party hedge fund allocations and private equity interests. The firm does not present itself as an active ESG investor, and its advisory scope includes pension consulting services in addition to direct portfolio management for individuals, businesses and pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • CARL WIESE

    CIO and Portfolio ManagerCRD 2247701

Contacts

2 of 2
  • HUBERT COLLINS

    FounderCRD 51215

  • Matt Clarke

    Portfolio AnalystCRD 7423919

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LA JOLLA, CA

SAN DIEGO

Location

LA JOLLA, CA

Headquartered in LA JOLLA, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
4275 Executive Sq
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth