Grow Funds LLC
Firm details
- Headquarters
- La Jolla, California
- CRD number
- 269960
- Website
- www.growfundsllc.com
- 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
FINTRXOverview
Grow Funds LLC is a privately held investment manager that blends hedge fund and private equity strategies alongside pooled investment management and separate-account portfolio services. Its client mix includes individuals and families as well as institutional investors. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees and documents advisory capabilities spanning portfolio management for individuals/small businesses, pooled vehicles, and institutional clients, plus pension consulting. The manager is structured as a limited liability company and positions itself as a multifaceted fund manager rather than a pure wealth-only RIA. It is not designated an active ESG investor, does not present as a multi-state adviser, and is not a capital allocator to third-party funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Carl Wiese
CIO and Portfolio ManagerCRD 2247701
Contacts
2 of 2
Hubert Collins
FounderCRD 51215
Matt Clarke
Managing DirectorCRD 7423919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
La Jolla, CA
San Diego
Location
La Jolla, CA
Headquartered in La Jolla, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 4275 Executive Sq
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Mundoval Capital Management, Inc.
RIALa Jolla, CA
La Jolla Institute for Wealth Management
RIALa Jolla, CA
Nerad + Deppe Wealth Management
RIALa Jolla, CA
Hamilton Manor & Associates
RIALa Jolla, CA
Coastwise Capital Group, LLC
RIALa Jolla, CA
Sage Stone Wealth Management LLC
RIALa Jolla, CA