Investment adviser · CRD 166162

EDUCATION GROWTH PARTNERS, LLC

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

Regulatory AUM: $224M
Client accounts: 8
Employees: 4
Advisory professionals: 4

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

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	$224,390,000	100.0%

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.

UHY LLP

Auditor · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

Private funds & service providers

8 detailed 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.

EDUCATION GROWTH PARTNERS, L.P.Private Equity Fund$99.3MGross 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 →

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

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
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 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.

EGP CAPP INVESTMENT LLCPrivate Equity Fund$37.1MGross 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 119

Fund details & source

Fund ID: 805-1180039640
Reported beneficial owners: 15
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.

EGP MODO INVESTMENT LLCPrivate Equity Fund$33MGross 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: 805-1453702772
Reported beneficial owners: 12
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.

SPECIAL TARGET FUND, LLCPrivate Equity Fund$15.3MGross 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: 805-6305654693
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.

EGP HCI LLCPrivate Equity Fund$930KGross asset value

Form D fundraising filings

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

372 RFID CVT II 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 →

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: 805-9191264150
Reported beneficial owners: 5
Minimum commitment: $0
Form D file number: 021-160778

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.

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.

EDGROWTH ESCHOLAR INVESTMENT LLCPrivate Equity Fund$0Gross 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: 805-7041032931
Reported beneficial owners: 7
Minimum commitment: $10K

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.