# Education Growth Partners, LLC

> 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.

- CRD: 166162
- Filed as: EDUCATION GROWTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166162
- AdvisorCensus page: https://advisorcensus.com/firm/education-growth-partners-llc-stamford-ct-166162

## Quick answers

**How is Education Growth Partners, LLC compensated?**
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.

**How much does Education Growth Partners, LLC charge?**
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.

**Where is Education Growth Partners, LLC located?**
Education Growth Partners, LLC's principal office is in Stamford, CT, according to its Form ADV.

**Is Education Growth Partners, LLC registered with the SEC or a state?**
Education Growth Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 166162.

**How much does Education Growth Partners, LLC manage?**
Education Growth Partners, LLC reports $347,122,552 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Education Growth Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Education Growth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Education Growth Partners, LLC report any disciplinary disclosures?**
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

**Does Education Growth Partners, LLC state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 2% of assets a year

> The management fee is typically 2% per year of the client’s net assets and is typically determined and payable quarterly in advance.

- Account minimum: None

> There is no set minimum investment size for funds or co-investment vehicles that we advise.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $347,122,552
- Discretionary: $347,122,552
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $347,122,552 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- edgrowth.com
- LinkedIn @education-growth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $297,009,000 | 4 | July 16, 2021 |
| October 2022 | $224,390,000 | 4 | March 30, 2022 |
| October 2023 | $237,600,000 | 6 | March 31, 2023 |
| October 2024 | $337,810,000 | 7 | March 29, 2024 |
| October 2025 | $321,070,000 | 7 | March 31, 2025 |
| October 2026 | $347,122,552 | 7 | March 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Education Growth Partners, LLC (CRD 166162): Form ADV filing data as of October 2026.