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
2023	$337,810,000	7	Mar 29, 2024
2024	$321,070,000	7	Mar 31, 2025

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	11	$321,070,000	100.0%

Filing source

Form ADV 2040074 · Jan 16, 2026 · Item 5.D

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

Other-Than Anual Amendment For Registered Adviser.

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

EGP UW INVESTORS, L.L.C.Private Equity Fund$67.2MGross asset value

Search Form D filings →

Fund administrator TROVE FS, LLC 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 →

Provider details

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

UHY LLP
PCAOB 119

Fund details & source

Fund ID: 805-8101297684
Reported beneficial owners: 9
Minimum commitment: $250K

Form ADV 2040074 · Jan 16, 2026 · Schedule D 7.B.(1)

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

Other-Than Anual Amendment For Registered Adviser.

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 31, 2025 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 2040074 · Jan 16, 2026 · Items 1 & 5

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

Other-Than Anual Amendment For Registered Adviser.

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: $321M
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 2040074 · Jan 16, 2026 · Items 1 & 5

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

Other-Than Anual Amendment For Registered Adviser.

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.