{
  "crd_number": 166162,
  "slug": "education-growth-partners-llc-stamford-ct-166162",
  "primary_business_name": "EDUCATION GROWTH PARTNERS, LLC",
  "legal_name": "EDUCATION GROWTH PARTNERS, LLC",
  "dbas": [],
  "city": "Stamford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-07-29",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 347122552.0,
  "raum_discretionary": 347122552.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 347122552.0,
      "count": 11
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [
    "https://edgrowth.com",
    "https://linkedin.com/company/education-growth-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166162",
  "city_as_filed": "STAMFORD",
  "url": "https://advisorcensus.com/firm/education-growth-partners-llc-stamford-ct-166162",
  "display_name": "Education Growth Partners, LLC",
  "summary": "Education Growth Partners, LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Education Growth Partners, LLC (CRD 166162): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Education Growth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Education Growth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "What does Education Growth Partners, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Education Growth Partners, LLC located?",
      "a": "Education Growth Partners, LLC's principal office is in Stamford, CT, according to its Form ADV."
    },
    {
      "q": "Is Education Growth Partners, LLC registered with the SEC or a state?",
      "a": "Education Growth Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 166162."
    },
    {
      "q": "How much does Education Growth Partners, LLC manage?",
      "a": "Education Growth Partners, LLC reports $347,122,552 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Education Growth Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Education Growth Partners, LLC: Regulatory assets under management: $297,009,000 in the October 2021 data and $347,122,552 in the October 2026 data, up 17%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Education Growth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11)."
    },
    {
      "q": "Does Education Growth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166162"
    },
    {
      "q": "Does Education Growth Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"There is no set minimum investment size for funds or co-investment vehicles that we advise.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 297009000.0,
      "total_employees": 4,
      "filing_date": "2021-07-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 224390000.0,
      "total_employees": 4,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 237600000.0,
      "total_employees": 6,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 337810000.0,
      "total_employees": 7,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 321070000.0,
      "total_employees": 7,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 347122552.0,
      "total_employees": 7,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": "2% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2% of assets a year"
        ],
        "quotes": [
          "The management fee is typically 2% per year of the client’s net assets and is typically determined and payable quarterly in advance."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no set minimum investment size for funds or co-investment vehicles that we advise."
        ]
      }
    ],
    "quotes": [
      "The management fee is typically 2% per year of the client’s net assets and is typically determined and payable quarterly in advance.",
      "There is no set minimum investment size for funds or co-investment vehicles that we advise."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/education-growth-partners-llc-stamford-ct-166162.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 347122552.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166162",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}