US GROWTH PARTNERS, LLC

RIASEC Registered
Total AUM
$3.3M
Discretionary
$845K
25% of AUM
Avg account
$478K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
318763
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

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Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Non-Exchange Traded Equities 36%, Cash & Cash Equivalents 2%62%
  • Exchange Traded Equities62%
  • Non-Exchange Traded Equities36%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • SPENCER SMITH

    Managing MemberCRD 4436085

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth