Investment adviser · CRD 166162

EDUCATION GROWTH PARTNERS, LLC

STAMFORD, CT, United States · Form ADV filed Mar 30, 2022

Regulatory AUM
$224M
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$112M$224MFY 2021: $224,390,000.00FY 2021

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 yearRegulatory AUMEmployeesFiled
2021$224,390,0004Mar 30, 2022

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles8$224,390,000100.0%
Filing source

Form ADV 1617050 · Mar 30, 2022 · Item 5.D

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

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

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 HCI II LLCPrivate Equity Fund$510KGross asset value
Search Form D filings →
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 →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

UHY LLP
PCAOB 1195

Fund details & source
Fund ID
805-8541225986
Reported beneficial owners
6
Minimum commitment
$0

Form ADV 1617050 · Mar 30, 2022 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

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?

No comparable changes in the displayed metrics.

Filing source

Form ADV 1617050 · Mar 30, 2022 · Items 1 & 5

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

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

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
$224M
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 1617050 · Mar 30, 2022 · Items 1 & 5

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

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

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.