EDUCATION GROWTH PARTNERS, LLC: Investment Adviser Form ADV Filing

How this adviser has changed

Annual filings

Regulatory assets under management

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal year	Regulatory AUM	Employees	Filed
2021	$224,390,000	4	Mar 30, 2022
2022	$237,600,000	6	Mar 31, 2023

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	8	$237,600,000	100.0%

Filing source

Form ADV 1733386 · Mar 31, 2023 · Item 5.D

Reported by EDUCATION GROWTH PARTNERS, LLC (CRD 166162).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

1 selected fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

View all funds in this filing

EDUCATION GROWTH PARTNERS, L.P.Private Equity Fund$140MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

EDUCATION GROWTH PARTNERS, LP

Fund administrator MARTIN DECRUZE AND COMPANY STAMFORD, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor UHY LLP NEW YORK, New York, United States Other funds reporting this name →

Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No Other funds reporting this name →

Marketer PLATYPUS PARTNERS LONDON, United Kingdom Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

UHY LLP
PCAOB 1195

Fund details & source

Fund ID: 805-3402753777
Reported beneficial owners: 20
Minimum commitment: $0
Form D file number: 021-329288

Form ADV 1733386 · Mar 31, 2023 · Schedule D 7.B.(1)

Reported by EDUCATION GROWTH PARTNERS, LLC (CRD 166162).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Mar 30, 2022 · previous imported filing

Regulatory AUM$224,390,000 → $237,600,000
Employees4 → 6

Filing source

Form ADV 1733386 · Mar 31, 2023 · Items 1 & 5

Reported by EDUCATION GROWTH PARTNERS, LLC (CRD 166162).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary: $238M
Non-discretionary: $0

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

201 BROAD STREET, SUITE 1003
STAMFORD, CT, 06901, United States

CRD 166162

Filing source

Form ADV 1733386 · Mar 31, 2023 · Items 1 & 5

Reported by EDUCATION GROWTH PARTNERS, LLC (CRD 166162).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.