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Grow Partners LLC (San Diego)


Grow Partners LLC is a large advisory firm based in San Diego. It manages $168.11 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

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Grow Partners 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.

Grow Partners: assets under management

The assets under management (AUM) of Grow Partners LLC is $168.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $168.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $168.11 million each.
Grow Partners has custody of $168.11 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grow Partners 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.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Byron Clarence Roth Shareholder 1 Jan 2001 75% - 100% 1768553
Jerry Weldon Carlton Trustee 1 Jul 2007 Other 4385210
Kappa Trust Member 1 Jan 2012 25% - 50% 45-6158546
Inc. Cr Financial Holdings Member 1 Mar 2012 75% - 100% 33-0914744
Robert Day Prs Investment Trust Member 1 Jan 2014 25% - 50% 20-6885430

Based in San Diego

The principal office where Grow Partners LLC performs its advisory services is located at One America Plaza, 600 West Broadway, San Diego, CA 92101 3311, 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 619-717-8008. The normal business hours are 6am-4pm on Monday - Friday. You can find more information about the New York firm at growpartnersllc.com.


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