Partners for Growth Managers provides portfolio management for pooled vehicles. The firm advises 7 private funds.
Partners for Growth Managers reports 7 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($962M across 7 accounts) are managed with discretion. Of its clients, 14% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 7 | $962M | 100.0% | $137M |
| Total | 7 | $962M | 100% | $137M |
- Clients
- 7
- Regulatory AUM
- $962M
- AUM share
- 100.0%
- Avg. per client
- $137M
Total
- Clients
- 7
- Regulatory AUM
- $962M
- AUM share
- 100%
- Avg. per client
- $137M
- Clients outside the U.S.
- 14%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 7
Partners for Growth Managers is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Andrew Kahn owns 75% or more of Partners for Growth Managers. Andrew Kahn is CEO; the leadership team includes President Jason Georgatos and Chief Financial Officer Victor Ng. It has 21 employees, 11 of them in advisory roles.
Leadership
- Andrew KahnChief Executive Officer & Member
- Jason GeorgatosPresident
- Victor NgChief Financial Officer/Chief Compliance Officer
- Kathryn AdamsDirector of Compliance
- Donald CampbellMember
Staff
- 21 employees
- 11 in advisory functions
- Owns 75% or more of Partners for Growth Managers, LLC
Andrew Kahn
Control person · since February 2004
- Owns 10% to 25% of Partners for Growth Managers, LLC
Donald Campbell
since February 2004
Partners for Growth Managers’ regulatory assets grew from $722M (June 2021) to $962M (March 2026); clients rose from 6 to 7 and employees from 18 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $962M | 7 | 21 | 2 |
| March 2025 | $928M | 6 | 21 | 2 |
| March 2024 | $992M | 6 | 20 | 2 |
| March 2023 | $1.03B | 7 | 20 | 2 |
| March 2022 | $792M | 5 | 21 | 2 |
| June 2021 | $722M | 6 | 18 | 1 |
Besides its headquarters, Partners for Growth Managers has 1 office, with 2 listed addresses in California and Massachusetts.
California · 1 listed address
- 1751 Tiburon BLVD, TiburonHQ
Massachusetts · 1 listed address
- 855 Boylston St., Boston
Contact and registration details
- Legal name
- Partners for Growth Managers, LLC
- Headquarters
- 1751 Tiburon BLVD, Tiburon, CA 94920
- Website
- pfgrowth.com
- Phone
- 415-912-5894
- SEC file
- 801-78206
- Structure
- Delaware LLC
- Fiscal year end
- December
Partners for Growth Managers has custody of $13.8M in client assets for 1 client.
How many clients does Partners for Growth Managers have?
Partners for Growth Managers has 7 clients and manages $962 million for them, as of March 2026. They include 7 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Partners for Growth Managers offer?
Partners for Growth Managers provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Partners for Growth Managers have?
Partners for Growth Managers has 0 investment adviser representatives registered with state securities authorities, out of 21 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Partners for Growth Managers?
Partners for Growth Managers’ direct owners are Donald Campbell (10% to 25%) and Andrew Kahn (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Partners for Growth Managers get paid?
Partners for Growth Managers is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Partners for Growth Managers registered with the SEC?
Yes, Partners for Growth Managers has been registered with the SEC as an investment adviser since 27 June 2013. Its CRD number is 163495 and its SEC file number is 801-78206.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Partners for Growth Managers?
Partners for Growth Managers’ main office is at 1751 Tiburon BLVD, Tiburon, CA 94920. Its phone number is 415-912-5894. Its website is pfgrowth.com.