{ "crd_number": 326011, "slug": "erie-street-growth-partners-chicago-il-326011", "primary_business_name": "ERIE STREET GROWTH PARTNERS", "legal_name": "ERIE STREET GROWTH PARTNERS MANAGEMENT COMPANY, LLC", "dbas": [], "city": "Chicago", "state": "IL", "country": "United States", "cbsa_code": "16980", "metro": { "cbsa_code": "16980", "common_name": "Chicago", "msa_name": "Chicago-Naperville-Elgin, IL-IN", "path": "/advisors/il/chicago" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-08-05", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-06-29", "carried_forward": false, "raum_total": 221245193.0, "raum_discretionary": 221245193.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 221245193.0, "count": 7 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "IL" ], "websites": [ "https://eriestreet.com", "https://linkedin.com/company/eriestreet" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326011", "city_as_filed": "CHICAGO", "url": "https://advisorcensus.com/firm/erie-street-growth-partners-chicago-il-326011", "display_name": "Erie Street Growth Partners", "summary": "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.", "citation": "AdvisorCensus. Erie Street Growth Partners (CRD 326011): 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 Erie Street Growth Partners compensated?", "a": "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." }, { "q": "Where is Erie Street Growth Partners located?", "a": "Erie Street Growth Partners' principal office is in Chicago, IL, according to its Form ADV." }, { "q": "Is Erie Street Growth Partners registered with the SEC or a state?", "a": "Erie Street Growth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 326011." }, { "q": "How much does Erie Street Growth Partners manage?", "a": "Erie Street Growth Partners reports $221,245,193 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)." }, { "q": "What types of clients does Erie Street Growth Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7)." }, { "q": "Does Erie Street Growth Partners 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/326011" }, { "q": "Does Erie Street Growth Partners state an account minimum?", "a": "Its Form ADV Part 2A brochure dated June 29, 2026 says: \"Erie Street does not typically require an investor minimum initial investment.\"" }, { "q": "What changed in Erie Street Growth Partners' recent Form ADV filings?", "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2023-06-01" }, { "period": "2024-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 221245193.0, "total_employees": 2, "filing_date": "2026-06-29" } ], "recent_changes": [ { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated June 29, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "Erie Street does not typically require an investor minimum initial investment." ] } ], "quotes": [ "Erie Street does not typically require an investor minimum initial investment." ], "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/erie-street-growth-partners-chicago-il-326011.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 7, "fewer_than_5": false, "raum": 221245193.0 } ], "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/326011", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }