PARTNERS FOR GROWTH

RIASEC RegisteredEst. 2013
Total AUM
$962M
Discretionary
$962M
100% of AUM
Avg account
$137M
Accounts
7
Employees
21
Advisory reps
4

Firm details

Headquarters
TIBURON, California
CRD number
163495
Registered since
June 27, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ANDREW KAHN

    CEO & Co-FounderCRD 2197669

  • Victor Ng

    Chief Financial Officer & Chief Compliance OfficerCRD 7300551

Contacts

2 of 2
  • DONALD CAMPBELL

    Co-FounderCRD 6048397

  • JASON GEORGATOS

    PresidentCRD 6048398

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth