PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC

RIASEC RegisteredEst. 2015
Total AUM
$142M
Discretionary
$142M
100% of AUM
Avg account
$10.9M
Accounts
13
Employees
2
Advisory reps
1

Firm details

Headquarters
LOS GATOS, California
CRD number
173288
Registered since
September 17, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Partnership Capital Growth Investors Management, LLC is a privately owned, SEC-registered investment adviser that operates as a private equity fund manager and sponsor of pooled vehicles. Registered in 2015, the firm’s advisory activity centers on portfolio management for pooled investment vehicles and it commonly serves institutional clients. Its legal form is a limited liability company and it is owned by an individual rather than an institutional parent. The firm holds multiple industry affiliations, including roles as a sponsor, general partner, or managing member of pooled investment vehicles and relationships with broker-dealers and other investment advisers. Its fee arrangements include percentage-of-AUM and performance-based components, plus other fee types. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Contacts

1 of 1
  • BRENT KNUDSEN

    Founder & Managing PartnerCRD 5129506

Wealth teams

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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

LOS GATOS, CA

SANTA CLARA

Location

LOS GATOS, CA

Headquartered in LOS GATOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
10 Jackson St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth