{"url":"https://nivawealth.com/firms/partners-for-growth-managers-163495","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/163495","regulatoryAum":962187957,"crd":"163495","history":[{"filedOn":"2021-06-29","regulatoryAum":721555871,"clients":6,"employees":18,"offices":1},{"filedOn":"2022-03-28","regulatoryAum":792068651,"clients":5,"employees":21,"offices":2},{"filedOn":"2023-03-30","regulatoryAum":1025540372,"clients":7,"employees":20,"offices":2},{"filedOn":"2024-03-27","regulatoryAum":991601595,"clients":6,"employees":20,"offices":2},{"filedOn":"2025-03-26","regulatoryAum":928043040,"clients":6,"employees":21,"offices":2},{"filedOn":"2026-03-27","regulatoryAum":962187957,"clients":7,"employees":21,"offices":2}],"secFileNumber":"801-78206","legalName":"Partners for Growth Managers, LLC","displayName":"Partners for Growth Managers","slug":"partners-for-growth-managers-163495","website":"https://pfgrowth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/163495/694269650c2a2554-r1.webp","tone":"dark","width":619,"height":200,"sourceUrl":"https://www.pfgrowth.com/","sourceLabel":"Partners FOR Growth, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"xUrl":"http://www.twitter.com/@pfgrowth","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1751 Tiburon BLVD","city":"Tiburon","state":"CA","stateName":"California","country":"United States","postalCode":"94920"},"tradeNames":[],"registration":{"secApproved":"27 June 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":21,"advisory":11,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":962187957,"discretionary":962187957,"discretionaryAccounts":7,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":14,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":7,"regulatoryAum":962187957}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Partners for Growth Managers has custody of $13.8M in client assets for 1 client.","leadership":[{"name":"Andrew Kahn","title":"Chief Executive Officer & Member","crd":"2197669"},{"name":"Jason Georgatos","title":"President","crd":"6048398"},{"name":"Victor Ng","title":"Chief Financial Officer/Chief Compliance Officer","crd":"7300551"},{"name":"Kathryn Adams","title":"Director of Compliance","crd":""},{"name":"Donald Campbell","title":"Member","crd":"6048397"}],"ownership":[{"label":"Donald Campbell","detail":"Member in the 10% to 25% ownership band, since February 2004."},{"label":"Andrew Kahn","detail":"Chief executive officer & member in the 75% or more ownership band and a control person, since February 2004."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1751 Tiburon BLVD","city":"Tiburon","headquarters":true}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"855 Boylston St.","city":"Boston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-912-5894","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":7},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/163495/PDF/163495.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Partners for Growth Managers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Partners for Growth Managers offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Partners for Growth Managers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Partners for Growth Managers?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Partners for Growth Managers get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Partners for Growth Managers registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Partners for Growth Managers?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}