PARTNERS FOR GROWTH other names

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Adviser Profile

As of Date:

03/27/2024

Adviser Type:

- Large advisory firm


Number of Employees:

20

of those in investment advisory functions:

12


Registration:

SEC, Approved, 6/27/2013

Other registrations (2)
AUM:

991,601,595 -3.31%

of that, discretionary:

991,601,595 -3.31%

Private Fund GAV:

991,601,594 69.55%

Avg Account Size:

165,266,933 12.81%


SMA’s:

NO

Private Funds:

6 1

Contact Info

415 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 879M 733M 586M 440M 293M 147M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Ford Fund Encourages You to #VaxWithFacts
04/09/2021

“The organizations in the PSA have been Ford Fund partners for years, or in some cases decades, and we could not be more thrilled with the excitement and energy they have each brought to this ...

thenewswheel.com

Orbcomm To Be Acquired By GI Partners For $1.1B; Shares Pop 52%
04/09/2021

Shares of Orbcomm Inc. jumped 52% on April 8 after the mobile network provider inked a deal with GI Partners, a US-based investor in data infrastructure businesses, to be acquired in a cash-deal worth $1.

NASDAQ

Partners for Peace to host annual meeting online April 15
04/07/2021

Partners for Peace will host their 2021 annual meeting from 3:30 to 4:30 p.m. Thursday, April 15 on Zoom with keynote speakers

bangordailynews.com

Toshiba mulls UK fund’s buyout offer
04/07/2021

Toshiba Corp is considering a buyout offer from a British private equity fund, it said yesterday ... that it “received an initial proposal yesterday” by CVC Capital Partners for a buyout. “We will request detailed information and carefully discuss ...

taipeitimes.com

ERI Applauds its Electronics Industry Manufacturing and Retail Partners for Achieving EPA Recognition and Awards
04/07/2021

A number of electronics industry manufacturing and retail leaders have received formal recognition from the U.S. Environmental Protection Agency (EPA) as part of the EPA's Sustainable Materials Management Electronics Challenge Awards.

lelezard.com

Toshiba to weigh $20-B buyout offer from UK fund
04/07/2021

Toshiba is considering a buyout offer from a British private equity fund, it said Wednesday, with reports suggesting the deal could be worth about $20 billion. Trading of Toshiba shares was halted on Tokyo's stock exchange at the open,

mb.com.ph


Private Funds Structure

Fund Type Count GAV
Other Private Fund 6 $991,601,594

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Private Funds



Employees




Brochure Summary

Overview

PFG is an SEC-registered investment adviser with its principal office and place of business in Tiburon, California. PFG was formed in April 2004, though the predecessor company was started in 1983 when Don Campbell, a co-founder of PFG, then co-founded Hambrecht & Quist's specialty lending group, which became Hambrecht & Quist Guaranty Finance ("HQGF"). Andrew Kahn joined HQGF in 1991. In 2004, Andrew Kahn and Don Campbell (hereinafter collectively "the Founding Members") formed Partners for Growth Managers, LLC and the first of the private funds managed by the firm over the years. The Founding Members remain the firm's principal owners. PFG provides investment management services solely to the private secured debt funds described below (hereinafter collectively, "the Funds" or "the PFG Funds"). Unlike other types of private funds, such as hedge funds, PFG's private debt funds receive capital commitments from investors during a fundraising stage, and then the Funds are closed to new investors. From time to time thereafter, the Fund's General Partner, one of our affiliates, will notify investors to make capital contributions, in proportion to their respective commitments, to enable the fund to make investments. Prior to each capital call, the investment will have been identified and fully vetted through an extensive due diligence and negotiation process.
PFG Funds PFG currently provides investment management services to the following private secured debt funds:
•Partners for Growth IV, L.P. ("PFG IV"), vintage year 2013
•Partners for Growth V, L.P. ("PFG V"), vintage year 2017
•Partners for Growth VI, L.P. ("PFG VI"),
vintage year 2019
•Latin America Growth Lending L.P. ("LGL"), vintage year 2020
•Partners for Growth VI US, L.P. (Feeder Fund to PFG VI)
•Partners for Growth VI Intl, L.P. (Feeder Fund to PFG VI)
•Partners for Growth VII, L.P. ("PFG VII"), vintage year 2022
•Partners for Growth VII US, L.P. (Feeder Fund to PFG VII)
•Partners for Growth VII Intl, L.P. (Feeder Fund to PFG VII)
•IFC-PFG Global Co-Investment Vehicle, LLC ("IFC-PFG"), vintage year 2022 The PFG Funds are not required to register under the Securities Act of 1933 or the Investment Company Act of 1940 in reliance upon certain exemptions available to issuers whose securities are not publicly offered. PFG manages the Funds on a discretionary basis in accordance with the terms and conditions of each Fund's offering and organizational documents.
PFG Funds generally, but not exclusively, provide secured loans to technology and life science companies, and purchases warrants and/or, stock and rights to purchase stock.
ASSETS: As of December 31, 2023, PFG had approximately $991,601,595 in gross discretionary assets under management. PFG does not manage any assets on a non- discretionary basis.
IMPORTANT ADDITIONAL CONSIDERATIONS: The information provided herein merely summarizes the detailed information provided in the Fund's offering and organizational documents. PFG may launch additional private funds in the future. Such funds may have the same, similar or a different structure, objectives or strategies as the Funds. This and other detailed information are provided in the appropriate Fund offering and organizational documents.
4