US GROWTH PARTNERS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318763
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
US Growth Partners, LLC is a small, privately owned investment adviser organized as a limited liability company that focuses on discretionary and non-discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not identify itself as an active ESG investor. Filings classify the adviser as unclassified and indicate it is not a multi-state adviser or a pension consultant; control is held by an individual owner. Investment activity shows a clear tilt toward publicly traded equities as the core allocation. The firm’s filings list a preference for equities and a substantial position in exchange-traded securities. Beyond the public sleeve, US Growth Partners also uses mutual funds and allocates to third‑party alternative managers in real estate, indicating a willingness to pair liquid equity exposure with less-liquid real estate interests sourced through external managers.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities62%
- Non-Exchange Traded Equities36%
- Cash & Cash Equivalents2%
Contacts
1 of 1SPENCER SMITH
Managing MemberCRD 4436085
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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