9AT: SPRING GROWTH PARTNERS LLC

Adviser Profile

As of Date	04/24/2024
Registration status	Terminated
Contact Info	240 xxxxxxx

AUM^*	85,000,000 -40%
of that, discretionary	0
Number of Employees	1 -50%
of those in investment advisory functions	1 -50%
Private Fund GAV^*	0
Avg Account Size	21,250,000 -40%
SMA’s	No
Private Funds	0

Adviser Type

- Mid-sized advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund829.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV829.2m	AUM829.2m	#Funds2
Adviser FINANCE OF AMERICA CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM500.0k	#Funds-
Adviser PARTNERS ENTERPRISE CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund13.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV13.5b	AUM13.5b	#Funds2
Adviser ALL BLUE LABS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.3m	#Funds-
Adviser LINQTO INVESTMENT MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM181.2m	#Funds-
Adviser OXFORD REAL ESTATE ADVISORS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM116.9m	#Funds1
Adviser HIGH TRAIL CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM296.9m	#Funds-
Adviser MVP MANAGER LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund10.0m	Other Fund1.0b	Total Private Fund GAV2.6b	AUM2.8b	#Funds201
Adviser PIPER SANDLER FINANCE MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM290.0m	#Funds-
Adviser FOUNDATIONAL RETIREMENT SOLUTIONS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM138.2m	#Funds-

Brochure Summary

Overview

A. The Adviser, an investment advisory firm located in Washington, District of Columbia, acts as a sub-adviser to private funds focusing on investing principally in established applied technology companies which provide products or services in the energy and environmental industries in the United States or Canada. The Adviser was formed in 2019 as a Delaware limited liability company. Justin Heyman and Lisa Schule are the principal owners of the Adviser. B. Currently, the Adviser provides investment advisory services only to pooled investment vehicles operating as private funds for sophisticated, qualified investors, including high net worth individuals, retirement plans, trusts, partnerships, corporations, or other businesses (the “Funds” or “Clients”). The Adviser’s principal investment objective is to seek superior long-term capital appreciation by investing in businesses that advance resource and energy efficiency, and safety and security. C.

While its current Clients generally follow the strategy stated above, the Adviser may tailor the specific advisory services with respect to each Client based on the particular investment objectives and strategies described in the applicable Client’s confidential offering memorandum, if any, and governing documents, including Client’s operating agreement and / or the investment management agreement (referred to collectively as “Governing Documents”). All discussion of the Clients in this Brochure, including but not limited to their investments, the strategies used in managing the Clients, and conflicts of interest faced by the Adviser in connection with the management of the Clients are qualified in their entirety by reference to each Client’s respective Governing Documents. D. The Adviser does not participate in wrap fee programs. E. As of December 31, 2022, the Adviser manages $0 in discretionary and $142,315,480 in non- discretionary assets.

SPRING GROWTH PARTNERS LLC

SPRING GROWTH PARTNERS LLC

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Employees

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Overview

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SPRING GROWTH PARTNERS LLC SPRING GROWTH PARTNERS LLC

Related Companies

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

SPRING GROWTH PARTNERS LLC

SPRING GROWTH PARTNERS LLC