EDUCATION GROWTH PARTNERS, LLC
Adviser information for EDUCATION GROWTH PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $337.8M |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $337.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $337.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-117090 |
|---|---|
| SEC ERA File Number | 801-117090 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166162 |
| Legal Entity Identifier | None |
Principal Office
201 BROAD STREETSUITE 1003
STAMFORD
CT
United States
Monday - Friday, 8:30AM-5:30PM
Tel: 203-658-8100, Fax: None
Chief Compliance Officer
ANDREW KAPLAN
MANAGING GENERAL PARTNER
201 BROAD STREET
SUITE 1003
STAMFORD
CT
United States
Tel:
203-658-8100
A***@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EDUCATION GROWTH PARTNERS II-A, L.P. | Private Equity Fund | $14.7M | $0.0M | 1 |
| EDUCATION GROWTH PARTNERS II, L.P. | Private Equity Fund | $38.5M | $0.0M | 6 |
| EDUCATION GROWTH PARTNERS, L.P. | Private Equity Fund | $167.0M | $0.0M | 20 |
| EGP CAPP INVESTMENT LLC | Private Equity Fund | $43.8M | $0.0M | 15 |
| EGP CW INVESTORS, L.L.C. | Private Equity Fund | $24.0M | $0.0M | 7 |
| EGP KT INVESTORS, LLC | Private Equity Fund | $34.5M | $0.0M | 20 |
| EGP MODO INVESTMENT LLC | Private Equity Fund | $29.3M | $0.0M | 12 |
| EGP UW INVESTORS, L.L.C. | Private Equity Fund | $30.0M | $0.0M | 7 |
| SPECIAL TARGET FUND II, LLC | Private Equity Fund | $0.6M | $0.0M | 10 |
| SPECIAL TARGET FUND, LLC | Private Equity Fund | $8.3M | $0.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CAMPBELL, PETER, JOSEPH | Individual | – | MANAGING PARTNER OF REGISTRANT | 10/2009 | 50-75% |
| KAPLAN, ANDREW, ERIC | Individual | – | MANAGING PARTNER OF REGISTRANT | 01/2015 | 50-75% |
| KAPLAN, ANDREW, ERIC | Individual | – | CHIEF COMPLIANCE OFFICER OF REGISTRANT | 06/2019 | 50-75% |