Investment adviser · CRD 288119
PORTOLA CREEK CAPITAL
Investment adviser filing (IA)
GROWTH CAPITAL STRATEGIES, LLC
SAN FRANCISCO, CA, United States · Form ADV filed Oct 2, 2017
- Regulatory AUM
- $32M Form ADV · Item 5.F
- Client accounts
- 30 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 2, 2017. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
44 TEHAMA STREETSAN FRANCISCO, CA, 94105, United States
CRD 288119
Filing source
Form ADV 1142548 · Oct 2, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.