A complete list of active advisors currently associated with GROW Funds LLC

Warmer can help you find a great advisor at GROW Funds LLC or one who fits your needs even better.

Grow Funds, LLC is a state-registered investment adviser that provides discretionary portfolio management and pension consulting to individuals (including high‑net‑worth clients), retirement plans, businesses and institutional investors. The firm manages separately managed accounts and also serves as general partner and investment manager for privately offered pooled vehicles and a special‑purpose vehicle for accredited investors. For separately managed accounts GROW typically implements model portfolios informed by client interviews and written objectives but will create customized portfolios when appropriate; its security selection relies on bottom‑up fundamental research and screening tools applied across equities, fixed income, ETFs and cash equivalents. For its pooled vehicles the firm pursues concentrated, opportunistic strategies—including a small‑cap long/short approach with index hedges and selective shorts—and maintains ongoing monitoring and risk controls for those funds. Compared with peers, GROW is notable for continuing to operate as a private fund adviser and for providing portfolio management to pooled investment vehicles and an SPV that invests in a private company, in addition to managing client SMAs. The firm also uses a prime‑broker/administrator structure for its funds, assesses both asset‑based and performance‑based fees, and discloses performance results in its materials, which are practices relatively uncommon among similarly supported advisers.

To learn more about the advisors currently working at GROW Funds LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.