Investment adviser · CRD 166162

EDUCATION GROWTH PARTNERS, LLC

STAMFORD, CT, United States · Form ADV filed Jan 16, 2026

Regulatory AUM
$321M
Form ADV · Item 5.F
Client accounts
11
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$169M$338MFY 2021: $224,390,000.00FY 2021FY 2022: $237,600,000.00FY 2022FY 2023: $337,810,000.00FY 2023FY 2024: $321,070,000.00FY 2024

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
2022$237,600,0006Mar 31, 2023
2023$337,810,0007Mar 29, 2024
2024$321,070,0007Mar 31, 2025

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 vehicles11$321,070,000100.0%
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 VV INVESTORS, L.L.C.Private Equity Fund$15MGross asset value
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
805-1295271071
Reported beneficial owners
12
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.