Growth Beverage Group, Lp
- Regulatory AUM
- $291M
- Discretionary
- $291M
- Clients
- 7
- Avg AUM / client
- $41.6M
- Accounts
- 7
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $186M | 63.8% |
| Corporations and other businesses | 1 | $105M | 36.2% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $191M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Investbev Growth Fund Iii, Llc | Private Equity Fund | Delaware | $90.5M | 110 |
| Investbev Growth Fund Ivb, Llc | Private Equity Fund | Delaware | $50.0M | 94 |
| Investbev Growth Fund, Llc | Private Equity Fund | Delaware | $40.4M | 77 |
| Investbev Growth Fund Ivb Parallel, Llc | Private Equity Fund | Delaware | $8.4M | 27 |
| Investbev Growth Fund Iii Parallel, Llc | Private Equity Fund | Delaware | $1.3M | 10 |
| Investbev Growth Fund V, Lp | Private Equity Fund | Delaware | $0 | 0 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Infusino, Giuseppe, Francesco | Chief Investment Offcer | Dec 2020 (6y) | Less than 5% | |
| Rosen, Brian, David | Founder, Chief Executive Officer And Chief Compliance Officer | Dec 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brian Rosen Trust | Limited Partner | Sep 2023 | A | 75% or more |
| Growth Beverage Group Holdings, Llc | General Partner | Sep 2023 | A | Less than 5% |
| Brian Rosen Trust | Member | Sep 2023 | B | ≈ 0% – 5% via Growth Beverage Group Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian Rosen Trust: 75% – 100% of Growth Beverage Group Holdings, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $191M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Investbev Growth Fund Iii, Llc | Private Equity Fund | $90.5M | $250K | 110 |
| Investbev Growth Fund Ivb, Llc | Private Equity Fund | $50.0M | $250K | 94 |
| Investbev Growth Fund, Llc | Private Equity Fund | $40.4M | $250K | 77 |
| Investbev Growth Fund Ivb Parallel, Llc | Private Equity Fund | $8.4M | $250K | 27 |
| Investbev Growth Fund Iii Parallel, Llc | Private Equity Fund | $1.3M | $250K | 10 |
| Investbev Growth Fund V, Lp | Private Equity Fund | $0 | $250K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.42 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗