Growth Capital Strategies, LLC is an adviser based in San Francisco. It manages $32 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.
Growth Capital Strategies provides financial planning services and portfolio management for individuals and small businesses. 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 Growth Capital Strategies, LLC is $32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Growth Capital Strategies, LLC for their services and products based on a percentage of assets under management. 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.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Cynthia Lor has been acting as President since 1 Jul 2017. Todd Warren Wilson joined the executive team most recently as the Cco, Ceo, Managing Member.
The principal office where Growth Capital Strategies, LLC performs its advisory services is located at 44 Tehama Street, San Francisco, CA 94105, which is also the mailing address of the firm. An additional office of the firm is in Santa Barbara, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-990-9499 or by fax 415-520-0749. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at portolacreek.com.