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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

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

Owners & executives

1 of 1
  • Carl Wiese

    Carl Wiese

    CIO and Portfolio ManagerCRD 2247701

Contacts

2 of 2
  • Hubert Collins

    Hubert Collins

    FounderCRD 51215

  • Matt Clarke

    Matt Clarke

    Managing DirectorCRD 7423919

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth