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PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC

B53
CRD 173288·SEC 801-80873·LOS GATOS, CA
AUM
$141.5M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$425K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
CRD
173288
SEC file #
801-80873
EIN
462962977
DBA names
—

Economics

AUM
$141.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$142.2M → $141.5M▬ 0%
Client mix
Pooled Investment Vehicles13

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
LOS GATOS CA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/pcg_investors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KNUDSEN, BRENT, RONALD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KNUDSEN, BRENT, RONALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:partnershipgrowth.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001580382
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2013-07-15
Edgar Last Filing Date
2013-07-15
Edgar Form D Count
1
Edgar Form D Offerings
2013-07-152013-07-15 · 0001580382-13-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley7
E*trade4
Edgar Addresses
Mailing
1 EMBARCADERO CENTERSUITE 3810SAN FRANCISCO, CA 94111
Business
1 EMBARCADERO CENTERSUITE 3810SAN FRANCISCO, CA 94111
Edgar EIN
462962977
Edgar Recent Filings
D2013-07-15 · 0001580382-13-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5129506
Trust Company Affiliate
No

People (1)

1
BRENT RONALD KNUDSEN
Direct Owner · 87.5%
5129506