Partnership Capital Growth Investors Management, LLC is a large advisory firm based in Los Gatos. It manages $142.23 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.
Partnership Capital Growth Investors Management 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.
The assets under management (AUM) of Partnership Capital Growth Investors Management, LLC is $142.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and $36.13 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Partnership Capital Growth Investors Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Partnership Capital Growth Investors Management is pooled investment vehicles with 8 clients and $142.23 million of assets under management. Among the 9 most similar advisory firms, Partnership Capital Growth Investors Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $142.23 million for 8 clients. None of the firm’s clients are foreign persons or businesses.
Partnership Capital Growth Investors Management also advises several private funds. Namely, six private equity funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $50,000,000.
The company employs 2 people that are either part- or full-time employees. 100 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.
The principal office where Partnership Capital Growth Investors Management, LLC performs its advisory services is located at 2 North Santa Cruz Ave, Los Gatos, CA 95030 The mailing address of the firm is Po Box 7, Los Gatos, CA 95031 0007. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-705-8001 or by fax 408-354-8482. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at pcg-investors.com.