GROW Funds LLC logo

GROW Funds LLC

Updated today

Client assets under management

$57,106,567

Clients

44

77% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

15

Very Low

Average account size

$1,297,877

About

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.

Client services

Portfolio management Pension consulting

Expertise

Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Flat fees available on a case-by-case basis depending on client assets and complexity

Percentage

1% annually

Performance-based

20% of net profits (incentive allocation) for limited partners in pooled investment vehicles

Main office location

GROW Funds LLC

4275 Executive Square, Suite 335

La Jolla CA 92037, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Carl W

CFA®, Series 63

La Jolla, CA

GROW Funds LLC

Carl Wiese is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has been with GROW Funds LLC since 2015 and serves as an adjunct professor at the University of San Diego, teaching courses on Ethics and Financial Markets and Institutions, Financial Management, and Introduction to Hedge Funds. GROW Funds LLC provides discretionary investment management to individuals, pension and profit-sharing plans, businesses, and institutional clients, managing both separately managed accounts and privately offered funds. The firm employs a bottom-up, fundamental small-cap long/short research process and offers performance-based compensation arrangements along with detailed investor reporting.

Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Hubert C

Series 63, Series 65

La Jolla, CA

GROW Funds LLC

Hubert Collins is a financial advisor at GROW Funds LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an investment adviser representative at Messner & Smith since 2015. Collins is also a director of the Thomas C. Ackerman Foundation, a charitable organization making grants to nonprofit institutions in the San Diego area. GROW Funds LLC provides discretionary investment management to individuals, pension and profit-sharing plans, businesses, and institutional clients. The firm manages separately managed accounts and privately offered funds, employing a bottom-up, fundamental small-cap long/short research process and offering performance-based compensation arrangements for eligible investors.

Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Matt C

Series 65

La Jolla, CA

GROW Funds LLC

Matt Clarke is a financial advisor at GROW Funds LLC in La Jolla, CA, holding a Series 65 designation with four years of industry experience. Prior to joining GROW Funds, he worked at Saint Marys High School and the University of San Diego for ten years. GROW Funds LLC offers discretionary investment management to individuals, pension and profit-sharing plans, businesses, and institutional clients, managing both separately managed accounts and privately offered funds. The firm employs a bottom-up, fundamental small-cap long/short research process and provides performance-based compensation arrangements and detailed reporting for its private fund investors.

Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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