Partners for Growth

RIASEC RegisteredEst. 2013
Total AUM
$962M
Discretionary
$962M
100% of AUM
Avg account
$137M
Accounts
7
Employees
21
Advisory reps
4

Firm details

Headquarters
Tiburon, California
CRD number
163495
Registered since
June 27, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Andrew Kahn

    Andrew Kahn

    CEO & Co-FounderCRD 2197669

  • Victor Ng

    Victor Ng

    Chief Financial Officer & Chief Compliance OfficerCRD 7300551

Contacts

2 of 2
  • Donald Campbell

    Donald Campbell

    Co-FounderCRD 6048397

  • Jason Georgatos

    Jason Georgatos

    PresidentCRD 6048398

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth