US Growth Partners, LLC

US Growth Partners, LLC primarily acts as an investment manager for pooled and institutional portfolios while also offering ongoing asset management and financial planning services to individual and fiduciary clients. The firm provides both discretionary and non‑discretionary account arrangements and documents client goals, time horizons and risk tolerances as the basis for each engagement.

UGP’s investment process draws on multiple analysis methods — including fundamental, technical and modern portfolio theory — and constructs allocations and securities selections to align with stated client objectives. Notably, a substantial portion of the firm’s assets are managed on a non‑discretionary basis, requiring client approval before executing certain transactions, which is uncommon for firms in this category.

The firm operates at a modest scale (roughly $3.3 million in assets under management) and does not impose an account minimum, reflecting its willingness to work with individual, including non‑high‑net‑worth, clients — a client mix that is atypical for investment managers focused on pooled or institutional accounts. UGP uses an institutional custody platform for execution and custody, does not sponsor wrap fee programs, and generally leaves proxy voting to clients unless assistance is requested.