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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 7 16.67%
of those in investment advisory functions 6
Registration SEC, Approved, 07/29/2019
Other registrations (2)
Former registrations

EDUCATION GROWTH PARTNERS, LLC

AUM* 337,810,000 42.18%
of that, discretionary 337,810,000 42.18%
Private Fund GAV* 390,810,000
Avg Account Size 33,781,000 13.74%
SMA’s No
Private Funds 10 2
Contact Info 203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
331M 284M 236M 189M 142M 95M 47M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count10 GAV$390,810,000

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