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PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC

10 Jackson Street
Suite 201
Los Gatos, California 95030
Tel: 415-407-2700

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About PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC, formally registered with the SEC as PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC. The firm was established in 09/17/2015. They have over 1 offices throughout the country.

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC is a Los Gatos, California based Financial Planning firm with nearly $113,062,083 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#173288
SEC#801-80873
Assets Managed by Firm$113,062,083
No. of Clients14
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (PORTFOLIO MONITORING FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total14$113,062,083

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