AdvisorCensus / Financial advisors / Illinois / Chicago / Erie Street Growth Partners
Erie Street Growth Partners
Filed as ERIE STREET GROWTH PARTNERS · Legal name Erie Street Growth Partners Management Company, LLC
Erie Street Growth Partners is an SEC-registered investment advisory firm in Chicago, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.
Quick answers
From the filingHow is Erie Street Growth Partners compensated?
On its Form ADV (Item 5.E, October 2026), Erie Street Growth Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Erie Street Growth Partners located?
Erie Street Growth Partners' principal office is in Chicago, IL, according to its Form ADV.
Is Erie Street Growth Partners registered with the SEC or a state?
Erie Street Growth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 326011.
How much does Erie Street Growth Partners manage?
Erie Street Growth Partners reports $221,245,193 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).
What types of clients does Erie Street Growth Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).
Does Erie Street Growth Partners 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/326011
Does Erie Street Growth Partners state an account minimum?
Its Form ADV Part 2A brochure dated June 29, 2026 says: "Erie Street does not typically require an investor minimum initial investment."
What changed in Erie Street Growth Partners' recent Form ADV filings?
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Erie Street does not typically require an investor minimum initial investment.
As stated in the firm's Form ADV Part 2A brochure dated June 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$221,245,193 as of October 2026, filing dated June 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Erie Street Growth Partners Management Company, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $221,245,193 | 2 | June 29, 2026 |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2024 | Not reported | Not reported | March 29, 2024 |
| October 2023 | Not reported | Not reported | June 1, 2023 |
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Erie Street Growth Partners (CRD 326011): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/erie-street-growth-partners-chicago-il-326011