Pacific Growth Equity Management, LLC (San Francisco)

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.

Pacific Growth Equity Management: assets under management

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 firm manages $18.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.73 million each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pacific Growth Equity Management, LLC

Doris Beegen joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Pacific Growth Holdings	Owner	1 Jan 2005	75% - 100%	20-2083047
Stephen John Massocca	Chief executive officer	1 Jan 2005	Other	724782
Howard Alan Bernstein	Chief compliance officer	1 Aug 2005	Other	2834086
Jack Anthony Thrift	Chief financial officer	1 Aug 2005	Other	2175293
Doris Beegen	Chief operating officer	1 Jun 2008	Other	4068135

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas John Dietz	Co-chief executive officer	1 Jan 2005	25% - 50%	4132865
Richard Hoe Osgood	Chairman	1 Jan 2005	25% - 50%	502786

Based in San Francisco

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.