PARTNERS FOR GROWTH
Firm details
- Headquarters
- TIBURON, California
- CRD number
- 163495
- Registered since
- June 27, 2013
- Website
- www.pfgrowth.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Partners For Growth is an SEC-registered advisory firm formed as a limited liability company in 2013 that focuses on managing pooled investment vehicles for institutional clients. The firm acts not only as an adviser but also as sponsor, general partner and managing member of those pooled vehicles, which drives a hands-on role in fund construction and manager oversight. Clients are institutional in nature and the firm charges a combination of percentage-of-assets fees and performance-based fees, signaling an orientation toward active management and alignment with manager outcomes. Partners For Growth identifies as an active ESG investor, and that stance appears to be folded into its manager selection and portfolio oversight for pooled vehicles. The firm is not structured as a capital allocator; instead it builds and operates pooled funds and allocates capital through those vehicles to external and internally-managed strategies.
Assets & Accounts
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
Owners & executives
2 of 2ANDREW KAHN
CEO & Co-FounderCRD 2197669
Victor Ng
Chief Financial Officer & Chief Compliance OfficerCRD 7300551
Contacts
2 of 2DONALD CAMPBELL
Co-FounderCRD 6048397
JASON GEORGATOS
PresidentCRD 6048398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TIBURON, CA
MARIN
Location
TIBURON, CA
Headquartered in TIBURON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 1751 Tiburon Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
GENCAP PORTFOLIO MANAGEMENT
RIATIBURON, CA
GUARDIAN INVESTMENT MANAGEMENT
RIATIBURON, CA
RING MOUNTAIN CAPITAL, LLC
RIATIBURON, CA
FATA FINANCIAL
RIATIBURON, CA
CACHE ADVISORS LLC
RIASAN FRANCISCO, CA
BISON CAPITAL ASSET MANAGEMENT, LLC
RIASANTA MONICA, CA