GREENRIDGE GROWTH PARTNERS
GREENRIDGE EQUITY PARTNERS, LLC Legal Name
Adviser information for GREENRIDGE GROWTH PARTNERS last updated from Form ADV on March 28th, 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 | 11 |
|---|---|
| Investment Advisory/Research | 10 |
| 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 | 4 | $204.8M |
| Non-Discretionary | 1 | $60.8M |
| Total | 5 | $265.7M |
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 | 5 | $265.7M |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based feesCARRIED INTEREST |
Identifiers
| SEC RIA File Number | 801-128464 |
|---|---|
| SEC ERA File Number | 801-128464 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171612 |
| Legal Entity Identifier | None |
Principal Office
6001 BOLD RULER WAYSUITE 120
AUSTIN
TX
United States
Monday - Friday, 9-5
Tel: 512-426-6919, Fax: None
Chief Compliance Officer
JENNIFER BAKER
CONTROLLER
6001 BOLD RULER WAY
SUITE 120
AUSTIN
TX
United States
Tel:
512-333-4369
C*********@*******************M
(Full email address available in API data)
Regulatory Contact
BENJAMIN MOSS
MANAGING MEMBER
6001 BOLD RULER WAY
SUITE 120
AUSTIN
TX
United States
Tel:
512-426-6919
B**@*******************M
(Full email address available in API data)
Industry Affiliates
| GREENRIDGE AVATAR PARTNERS GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| GREENRIDGE EQUITY PARTNERS HOLDINGS, LP | Sponsor, GP, manager of pooled investment vehicles |
| GREENRIDGE GROWTH PARTNERS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREENRIDGE GROWTH PARTNERS II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREENRIDGE NCM GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREENRIDGE VF GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GREENRIDGE AVATAR PARTNERS, LP | Private Equity Fund | $60.8M | $3.0M | 2 |
| GREENRIDGE GROWTH PARTNERS II, L.P. | Private Equity Fund | $112.8M | $1.0M | 22 |
| GREENRIDGE GROWTH PARTNERS, L.P. | Private Equity Fund | $59.5M | $0.0M | 70 |
| GREENRIDGE NCM, LP | Private Equity Fund | $7.0M | $0.0M | 12 |
| GREENRIDGE VF, LP | Private Equity Fund | $25.5M | $0.0M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MOSS, BENJAMIN, BARNETT | Individual | – | MANAGER | 08/2010 | < 5% |
| CARDWELL, JACK, CONGER | Individual | – | MANAGER | 01/2013 | < 5% |
| GREENRIDGE EQUITY PARTNERS HOLDINGS, LP | Domestic Entity | – | MANAGING MEMBER | 08/2010 | > 75% |
| GREENRIDGE EQUITY PARTNERS HOLDINGS GP, LP | Domestic Entity | GREENRIDGE EQUITY PARTNERS HOLDINGS, LP | GENERAL PARTNER | 08/2010 | > 75% |
| MOSS, BENJAMIN, BARNETT | Individual | GREENRIDGE EQUITY PARTNERS HOLDINGS GP, LP | LIMITED PARTNER | 08/2010 | 25-50% |
| CARDWELL, JACK, CONGER | Individual | GREENRIDGE EQUITY PARTNERS HOLDINGS GP, LP | LIMITED PARTNER | 01/2013 | 25-50% |
| MOSS, BENJAMIN, BARNETT | Individual | GEP INTERESTS, LLC | MANAGER | 08/2010 | 50-75% |
| CARDWELL, JACK, CONGER | Individual | GEP INTERESTS, LLC | MANAGER | 01/2013 | 50-75% |
| GEP INTERESTS, LLC | Domestic Entity | GREENRIDGE EQUITY PARTNERS HOLDINGS GP, LP | GENERAL PARTNER | 08/2010 | |
| BAKER, JENNIFER, ELIZABETH | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2023 | < 5% |