Overview
Structure; History and Ownership
Education Growth Partners, LLC is an investment advisory firm with its principal place of business in
Stamford, Connecticut. Education Growth Partners, LLC will be referred to in this brochure as “the firm.”
The firm is organized as a Delaware limited liability company and commenced business in October 2009.
We registered as an investment adviser with the Securities and Exchange Commission (“SEC”) in June
2019.
The firm has seven (7) employees. Andrew Kaplan and Peter Campbell (the “Principals”) are the principal
owners and managing partners of the firm. Partner Brian Nairn and Operating Partner Jose Wehnes source
and evaluate investments on behalf of the firm, and collectively the foregoing individuals are seated on the
boards of certain of the firm’s portfolio companies.
The firm and its affiliates have formed and provide investment advisory services to Education Growth
Partners, L.P., Education Growth Partners II, L.P. and Education Growth Partners II-A, L.P. (together with
any additional pooled investment vehicles sponsored by the firm or its affiliates, each, a “Fund” and
collectively, the “Funds”) which primarily make minority and control equity and equity-related investments
in small and mid-sized private companies.
In addition, the firm has also formed and provides such services to certain special purpose vehicles that are
organized to invest on a deal-by-deal basis, including alongside or as an aggregator for the Funds.
Collectively, the firm and the entities listed in the foregoing paragraphs are referred to in this
Brochure as
“we” or “us”.
Types of Advisory Services
We act as an adviser in connection with three (3) private equity funds, a number of “fundless sponsor”
investments and to special purpose vehicles through which the Funds and co-investors pool their capital to
invest in portfolio companies (“co-investment vehicles” and collectively with the Funds, our “clients”). We
generally provide investment advice with respect to equity and equity-related investments in private
companies, although we may advise our clients regarding investments in debt if appropriate under the
circumstances.
Our clients do not offer their interests to the public. Such interests are only offered in private placements.
The terms of such offerings and the investments themselves are described in each client’s offering
documents.
Impersonalized Investment Advice
We do not tailor our investment strategy to the needs of individual investors. Our clients’ investors may
include taxable and tax-exempt entities and persons or entities organized in various jurisdictions. Conflicts
of interest may therefore arise in connection with decisions that may be more beneficial for one type of
investor than another. In selecting investments appropriate for our clients, we consider the investment
objectives of the applicable client as a whole, not the investment objectives of such client’s individual
investors.
Assets Under Management
As of March 2024, we managed $337,810,000 of client assets on a discretionary basis. We do not manage
any client assets on a non-discretionary basis.