Investment adviser · CRD 157116
WILLOWRIDGE PARTNERS, INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $2.51B Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 9 | $2,508,247,330 | 100.0% |
Filing source
Form ADV 2039702 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
AMBERBROOK IX LPPrivate Equity Fund · Last reported Mar 11, 2026$1.42BGross asset value
Feeder funds
- AMBERBROOK OFFSHORE IX LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999
Fund details & source
- Fund ID
- 805-9730396885
- Reported beneficial owners
- 125
- Minimum commitment
- $3M
Form ADV 2039702 · Mar 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AMBERBROOK VIII LPPrivate Equity Fund · Last reported Mar 11, 2026$652MGross asset value
Form D fundraising filings
Feeder funds
- AMBERBROOK OFFSHORE VIII LP
- AMBERBROOK OFFSHORE IX LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999
Fund details & source
- Fund ID
- 805-7025948236
- Reported beneficial owners
- 76
- Minimum commitment
- $3M
- Form D file number
- 021-351342
Form ADV 2039702 · Mar 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AMBERBROOK VII LPPrivate Equity Fund · Last reported Mar 11, 2026$268MGross asset value
Form D fundraising filings
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999
Fund details & source
- Fund ID
- 805-8830891581
- Reported beneficial owners
- 79
- Minimum commitment
- $3M
- Form D file number
- 021-250355
Form ADV 2039702 · Mar 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AMBERBROOK VI LLCPrivate Equity Fund · Last reported Mar 11, 2026$104MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999
Fund details & source
- Fund ID
- 805-8241509302
- Reported beneficial owners
- 66
- Minimum commitment
- $3M
- Form D file number
- 021-176243
Form ADV 2039702 · Mar 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AMBERBROOK V LLCPrivate Equity Fund · Last reported Mar 11, 2026$43MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
GOLDMAN SACHS & CO. LLC
SEC 8-129
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999
Fund details & source
- Fund ID
- 805-6918474784
- Reported beneficial owners
- 57
- Minimum commitment
- $2M
- Form D file number
- 021-116565
Form ADV 2039702 · Mar 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AMBERBROOK IV LLCPrivate Equity Fund · Last reported Mar 11, 2026$15.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-9825715670
- Reported beneficial owners
- 38
- Minimum commitment
- $2M
- Form D file number
- 021-77124
Form ADV 2039702 · Mar 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AMBERBROOK III LLCPrivate Equity Fund · Last reported Apr 24, 2018$4.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999
Fund details & source
- Fund ID
- 805-5107299543
- Reported beneficial owners
- 23
- Minimum commitment
- $2M
- Form D file number
- 021-9999999999
Form ADV 1211496 · Apr 24, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Performance-based
Principal office
122 EAST 42ND STREET, 44TH FLOORNEW YORK, NY, 10017, United States
CRD 157116
Filing source
Form ADV 2039702 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.