GROW FUNDS LLC
Firm details
- Headquarters
- LA JOLLA, California
- CRD number
- 269960
- Website
- www.growfundsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI64.88%
- Pooled Investment Vehicles21.33%
- Charitable Organizations9.93%
- Pension & Profit Sharing Plans2.72%
- Individuals1.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Grow Funds LLC operates as a multi-strategy investment manager with a clear tilt toward equity exposure and an active role in alternative fund management. The firm is organized as a limited liability company and positions itself across hedge fund and private equity structures while also providing pooled-vehicle and institutional portfolio management. Its client base includes both high-net-worth individuals and institutional investors, and fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, reflecting its involvement with funds that charge incentive fees. Investment activity centers on separately managed and pooled equity strategies, supplemented by third-party hedge fund allocations and private equity interests. The firm does not present itself as an active ESG investor, and its advisory scope includes pension consulting services in addition to direct portfolio management for individuals, businesses and pooled investment vehicles.
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 Equities100%
Owners & executives
1 of 1CARL WIESE
CIO and Portfolio ManagerCRD 2247701
Contacts
2 of 2HUBERT COLLINS
FounderCRD 51215
Matt Clarke
Portfolio AnalystCRD 7423919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LA JOLLA, CA
SAN DIEGO
Location
LA JOLLA, CA
Headquartered in LA JOLLA, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 4275 Executive Sq
- Time zone
- PT (UTC-8)
- Office locations
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