Hedge Fund Database

ANDERSON GROWTH PARTNERS, LLC

Adviser information for ANDERSON GROWTH PARTNERS, LLC 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 Alabama, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 1
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 71 $843.3M
Non-Discretionary 0 $0
Total 71 $843.3M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 30 $23.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 41 $820.3M
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 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesMANAGER OF FUNDS OF FUNDS
Compensation % of AUMFixed feesPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-65663
SEC ERA File Number 801-65663
SEC CIK Numbers None
SEC CRD Numbers 138600
Legal Entity Identifier None

Principal Office

2 METROPLEX DRIVE
SUITE 102
BIRMINGHAM
AL
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 205-909-0950, Fax: 205-942-2740

Websites

www.agpadvisors.com/

Chief Compliance Officer

RICHARD WALLINGTON
CFO
2 METROPLEX DRIVE
SUITE 102
BIRMINGHAM
AL
United States
Tel: 205-909-0953
Fax: 205-942-2740
(Full email address available in API data)

Regulatory Contact

ADAM HAMILL
MANAGING DIRECTOR
129 BROAD STREET
CHARLESTON
SC
United States
Tel: 854-222-3217
(Full email address available in API data)

Industry Affiliates

AWM RISK MANAGEMENT, LLC Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
AGP AII LLC INSURANCE BROKERAGE $14.6M $0.0M 9
AGP ALLIANCE LAUNDRY, LLC DIRECT INVEST-COMMERCIAL EQUIPMENT $35.5M $0.0M 37
AGP ARMISTICE CAPITAL, LLC Hedge Fund $49.3M $0.0M 31
AGP BATTERY, LLC DIRECT INVESTMENT-EV STORAGE SYSTEMS $2.8M $0.0M 7
AGP BCP IV, LLC Private Equity Fund $99.6M $0.0M 40
AGP BDT CAPITAL PARTNERS III, LLC Private Equity Fund $62.9M $0.0M 25
AGP BRC, LLC DIRECT INVEST-COFFEE WHOLESALE DISTRIBUTION $1.3M $0.0M 21
AGP BURGER INVESTMENTS, LLC Private Equity Fund $34.7M $0.0M 38
AGP COLT, LLC DIRECT INVESTMENT-CONSUMER PRODUCTS $62.0M $0.0M 33
AGP DAVID CAPITAL, LLC Hedge Fund $0.1M $0.0M 20
AGP ENTERTAINMENT, LLC DIRECT INVESTMENT-CONSUMER PRODUCTS $1.9M $0.0M 14
AGP FIRST CHINA, LLC Hedge Fund $2.1M $0.0M 10
AGP FOCUS CAPITAL, LLC Hedge Fund $22.4M $0.0M 23
AGP GENROCK LLC Private Equity Fund $9.4M $0.0M 22
AGP KDP LLC DIRECT INVESTMENT - COFFEE WHOLESALE AND DISTRIBUTION $0.0M $0.0M 18
AGP MAJESTIC, LLC DIRECT INVESTMENT-HEALTHCARE INFORMATION $26.4M $0.0M 27
AGP MASTER BLENDERS, LLC DIRECT INVESTMENT - COFFEE WHOLESALE AND DISTRIBUTION $0.0M $0.0M 24
AGP ORIM LLC DIRECT INVESTMENT-MARKETING TECHNOLOGY $1.0M $0.0M 11
AGP PINE BLUFF, LLC DIRECT INVESTMENT-SUBORDINATED DEBT $2.1M $0.0M 3
AGP PLP, LLC Hedge Fund $16.5M $0.0M 17
AGP SELECT EQUITY, LLC Hedge Fund $7.8M $0.0M 2
AGP STRATEGIC INCOME, LLC Hedge Fund $7.0M $0.0M 3
AGP VANTAGEROCK, LLC Hedge Fund $17.3M $0.0M 19
ANDERSON ACB PARTNERS, LLC Hedge Fund $5.7M $0.0M 15
ANDERSON ALTERNATIVE CAPITAL, LP Hedge Fund $34.5M $0.0M 47
ANDERSON AMBER TRUST II, LLC Private Equity Fund $2.6M $0.0M 24
ANDERSON AMBER TRUST, LLC Private Equity Fund $2.2M $0.0M 13
ANDERSON BDT CAPITAL PARTNERS ANNEX FUND, LLC Private Equity Fund $13.4M $0.0M 7
ANDERSON BDT CAPITAL PARTNERS II, LLC Private Equity Fund $70.3M $0.0M 34
ANDERSON BDT CAPITAL PARTNERS, LLC Private Equity Fund $81.7M $0.0M 36
ANDERSON CASH PARTNERS II, LLC Liquidity Fund $62.5M $0.0M 105
ANDERSON EM, LLC DIRECT INVEST-MEDICAL DEVICE COMPANY $1.7M $0.0M 24
ANDERSON INTERNATIONAL PARTNERS II, L.L.C. Hedge Fund $0.4M $0.0M 9
ANDERSON JEN CAPITAL, LLC Private Equity Fund $0.7M $0.0M 7
ANDERSON OPPORTUNITY CAPITAL, LLC Hedge Fund $16.4M $0.0M 30
ANDERSON PARALLEL PARTNERS, LLC Private Equity Fund $0.4M $0.0M 21
ANDERSON PREFERRED PROPERTIES, LLC DIRECT INVESTMENT-REAL ESTATE $5.0M $0.0M 10
ANDERSON PRIVATE CAPITAL PARTNERS I, L.P. Private Equity Fund $0.2M $0.0M 29
ANDERSON REPUBLICS FUND, LLC Hedge Fund $8.8M $0.0M 16
ANDERSON RS GROWTH FUND, LLC Hedge Fund $36.6M $0.0M 39
ANDERSON RS PROPERTY FUND, LLC DIRECT INVEST-REAL ESTATE $0.3M $0.0M 15

Control Persons

Name Type Entity Title Since Ownership
HAMILL, ADAM, SHEA Individual – MANAGING DIRECTOR 09/2017 < 5%
ANDERSON, CLYDE, BARBOUR Individual – MANAGING MEMBER 01/1997 > 75%
WALLINGTON, RICHARD, STANLEY Individual – CHIEF COMPLIANCE OFFICER 03/2008 < 5%

No. Employees, Historic

105020202021202220232024202510 on 3/26/202010 on 10/14/202010 on 3/29/202110 on 3/30/202210 on 3/30/202310 on 5/16/202310 on 3/28/2024

RAUM, Historic

900M450M0202020212022202320242025505065860 on 3/26/2020505065860 on 10/14/2020582276025 on 3/29/2021793647504 on 3/30/2022743800530 on 3/30/2023743800530 on 5/16/2023843258236 on 3/28/2024

No. Clients, Historic

8040020202021202220232024202533 on 3/26/202033 on 10/14/202034 on 3/29/202138 on 3/30/202243 on 3/30/202343 on 5/16/202371 on 3/28/2024