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GROW FUNDS LLC
CRD 269960 · SEC 802-106672
4275 EXECUTIVE SQUARE, SUITE 335, LA JOLLA, CA, 92037, United States
Phone
619-717-8009
Fax
619-717-8009
Registration
— (—)
Source
State registered
Total AUM
$86.5M
Discretionary AUM
$82.7M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $988K |
| High net worth individuals | 34 | $56.1M |
| Pooled investment vehicles | 2 | $18.5M |
All web addresses on file
Official SEC filing: View on IAPD