Partners For Growth Managers, LLC (Tiburon)

Name: Partners For Growth Managers, LLC
Address: 1751 Tiburon Blvd, Tiburon, CA, 94920
Telephone: 415-308-7453

Partners For Growth Managers, LLC is a large advisory firm based in Tiburon. It manages $417.9 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.

Partners For Growth Managers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Partners For Growth Managers: assets under management

The assets under management (AUM) of Partners For Growth Managers, LLC is $417.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $417.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104.47 million each.

Partners For Growth Managers has custody of $280.53 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Partners For Growth Managers, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Partners For Growth Managers serves?

The only and largest group of clients of Partners For Growth Managers is pooled investment vehicles with 4 clients and $417.9 million of assets under management. Among the 9 most similar advisory firms, Partners For Growth Managers has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $417.9 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Partners For Growth Managers also advises several private funds. Namely, three other private funds and one private equity fund. The minimum investment commitment required of non-related persons ranges from $25,000 to $60,000.

Careers at Partners For Growth Managers, LLC

The company employs 12 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew William Kahn	Managing member	1 Feb 2004	50% - 75%	2197669
Donald Miller Campbell	Member	1 Feb 2004	25% - 50%	6048397
Lorraine Nield	Member, chief compliance officer	1 Feb 2004	25% - 50%	2627268
Jason Dean Georgatos	Manager	1 Sep 2005	Other	6048398
Lorraine Nield	Chief compliance officer	1 May 2013	25% - 50%	2627268
Andrew William Kahn	Chief compliance officer	1 Sep 2015	50% - 75%	2197669
Kathryn C Adams	Chief compliance officer	1 Feb 2016	Other	xxx-xx-xxxx
Theresa Pappas	Cfo	1 Apr 2017	Other	6776547

Based in Tiburon

The principal office where Partners For Growth Managers, LLC performs its advisory services is located at 1751 Tiburon Blvd, Tiburon, CA 94920, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-308-7453 or by fax 415-366-1540. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at pfgrowth.com.