Partnership Capital Growth Investors Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Partnership Capital Growth Investors Management, LLC
Overview
Partnership Capital Growth Investors Management, LLC is an advisory company based in Los Gatos, California. The firm has $107.9 million in assets across 14 client accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). Partnership Capital Growth Investors Management, LLC has a small team, including 2 financial advisors. Partnership Capital Growth Investors Management, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like equities, options and bonds.
Partnership Capital Growth Investors Management, LLC manages all of the company's client assets in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell judgments for the client's account without needing to seek the customer's permission. The investment advisory firm oversees an average of $7.7 million in assets for each customer account. An average advisor at Partnership Capital Growth Investors Management, LLC manages around seven client accounts, making it one of the more individualized advisor firms in the country.
The company's main office is located at 2 North Santa Cruz Ave, Los Gatos, California 95030. The firm is allowed to provide services to clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Partnership Capital Growth Investors Management, LLC by the Numbers
$107.9 million
2
14
$7.7 million
Fee Structure
A financial advisor's fees largely depend on which services the firm provides the client. Fee types billed by the company may include some blend of the following fee structures: asset-based, performance-based or other. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It provides services to pooled investment vehicles. Out of its 14 accounts, Partnership Capital Growth Investors Management, LLC's largest client type is pooled investment vehicles. Around 43% of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Partnership Capital Growth Investors Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.