Partners for Growth
Firm details
- Headquarters
- Tiburon, California
- CRD number
- 163495
- Registered since
- June 27, 2013
- Website
- www.pfgrowth.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Partners For Growth is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2013. The firm serves institutional clients and focuses its advisory activity on portfolio management for pooled investment vehicles, acting not only as manager but also as sponsor, general partner and managing member for its funds. Its compensation model combines asset-based fees with performance-based fees, and the firm identifies itself as an active ESG investor. The firm is owner-operated (individual owner) and does not position itself as a broad capital allocator or pension consultant. Its business model centers on managing pooled vehicles for institutional investors rather than retail advisory relationships or multi-state retail distribution.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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