Partnership Capital Growth, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Los Gatos, California
CRD number
140385
Registered since
September 27, 2006

Firm profile

FINTRX

Overview

Partnership Capital Growth, LLC is organized as a limited liability company and is listed as SEC-registered since 2006. Ownership is reported as an individual owner and the adviser is classified as unclassified in the available dataset. The firm is not flagged as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not newly formed. FINTRX also notes the firm is not a pension consultant and is not a related adviser. The source provides no detail on advisory offerings, fee schedules, or client segments.

Assets & Accounts

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

Contacts

3 of 3
  • Brent Knudsen

    Brent Knudsen

    Founder & Managing PartnerCRD 5129506

  • Nicholai Christensen

    Nicholai Christensen

    Data AnalystCRD 7977970

  • Vern Christensen

    Vern Christensen

    Managing DirectorCRD 2609286

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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