9AT: PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 09/17/2015
ADV Location	LOS GATOS, CA, United States
Contact Info	415 xxxxxxx
Websites

AUM^*	141,536,229 25%
of that, discretionary	141,536,229 25%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	118,090,808 50%
Avg Account Size	10,887,402 35%
SMA’s	No
Private Funds	4 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

	Count	GAV
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Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PT CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund56.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV56.9m	AUM56.9m	#Funds2
Adviser GRANITE BRIDGE PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM89.8m	#Funds-
Adviser KINGSBURY CAPITAL INVESTMENT ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM162.0m	#Funds-
Adviser V DELIMA INVESTMENTS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM63.3m	#Funds-
Adviser MCKINNEY CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund37.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV37.1m	AUM91.0m	#Funds1
Adviser LONETREE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund229.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV229.3m	AUM229.3m	#Funds5
Adviser DAUNTLESS CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund112.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund34.6m	Total Private Fund GAV147.0m	AUM283.5m	#Funds12
Adviser WEALTHBUILDERS INVESTMENTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund8.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund2.8m	Total Private Fund GAV10.9m	AUM172.6m	#Funds2
Adviser OAK STREET INVESTMENTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund64.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund7.1m	Total Private Fund GAV71.0m	AUM125.5m	#Funds8
Adviser REICON WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.9m	AUM220.1m	#Funds2

Brochure Summary

Overview

Background Partnership Capital Growth (PCG) was founded in 2007 and from 2007-2013 PCG included an active investment banking advisory business (“Partnership Capital Growth Advisors”) and a private equity business (“Partnership Capital Growth Investors”). In 2013, except for Brent Ronald Knudsen, the firm’s investment banking staff joined Piper Jaffray. In 2015, Partnership Capital Growth Investors became an SEC-registered investment adviser under the name Partnership Capital Growth Investors Management, LLC (PCGIM). PCG remains as a broker-dealer affiliate of PCGIM, and it may handle transaction services on behalf of PCGIM’s advisory clients, which are exclusively pooled investment vehicles. Mr. Knudsen is PCGIM’s sole principal owner, managing member, and elected

member. Industry Focus PCGIM specializes in investing in leading branded consumer companies in the health and wellness sector. PCGIM’s services are concentrated in operations, consulting, and private equity to provide access to financial and strategic resources in support of its portfolio companies. Services PCGIM provides services to pooled investment vehicles (private funds) that may include board member services (often as chairman), market analysis, financial report review, legal and accounting oversight, hiring and organizational support, and strategic direction and support. Assets Under Management (AUM) As of December 31, 2023, PCGIM manages on a discretionary basis aggregate assets of $113,062,083.

Adviser Profile

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