# Partners for Growth

> Partners for Growth is an SEC-registered investment advisory firm in Tiburon, CA, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 163495
- Filed as: PARTNERS FOR GROWTH
- Legal name: Partners for Growth Managers, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tiburon, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/163495
- AdvisorCensus page: https://advisorcensus.com/firm/partners-for-growth-tiburon-ca-163495

## Quick answers

**How is Partners for Growth compensated?**
On its Form ADV (Item 5.E, October 2026), Partners for Growth reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Partners for Growth located?**
Partners for Growth's principal office is in Tiburon, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Partners for Growth registered with the SEC or a state?**
Partners for Growth is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 163495.

**How much does Partners for Growth manage?**
Partners for Growth reports $962,187,957 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Partners for Growth's assets and staff changed since 2021?**
In the Form ADV data for Partners for Growth: Regulatory assets under management: $721,555,871 in the October 2021 data and $962,187,957 in the October 2026 data, up 33%. Total employees: 18 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Partners for Growth serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Partners for Growth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/163495

**What changed in Partners for Growth's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 13 to 11.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $962,187,957
- Discretionary: $962,187,957
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $962,187,957 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 21 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boston, MA

### Websites listed on Form ADV (Item 1.I)
- pfgrowth.com
- LinkedIn @partnersforgrowth
- X @pfgrowth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $721,555,871 | 18 | June 29, 2021 |
| October 2022 | $792,068,651 | 21 | March 28, 2022 |
| October 2023 | $1,025,540,372 | 20 | March 30, 2023 |
| October 2024 | $991,601,595 | 20 | March 27, 2024 |
| October 2025 | $928,043,040 | 21 | March 26, 2025 |
| October 2026 | $962,187,957 | 21 | March 27, 2026 |

Regulatory assets under management: $721,555,871 in the October 2021 data and $962,187,957 in the October 2026 data, up 33%.
Total employees: 18 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 13 to 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Partners for Growth (CRD 163495): Form ADV filing data as of October 2026.