Pacific Growth Equity Management, LLC is an adviser based in San Francisco. It manages $18.66 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005.
Pacific Growth Equity Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pacific Growth Equity Management, LLC is $18.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pacific Growth Equity Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Doris Beegen joined the executive team most recently as the Chief Operating Officer.
The principal office where Pacific Growth Equity Management, LLC performs its advisory services is located at One Bush Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-274-6800 or by fax 415-274-6888. The normal business hours are 6am to 3pm on Monday - Friday.