# Willowridge Partners, Inc.

> Willowridge Partners, Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 157116
- Filed as: WILLOWRIDGE PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157116
- AdvisorCensus page: https://advisorcensus.com/firm/willowridge-partners-inc-new-york-ny-157116

## Quick answers

**How is Willowridge Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Willowridge Partners, Inc. reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Willowridge Partners, Inc. located?**
Willowridge Partners, Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Willowridge Partners, Inc. registered with the SEC or a state?**
Willowridge Partners, Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157116.

**How much does Willowridge Partners, Inc. manage?**
Willowridge Partners, Inc. reports $2,508,247,330 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Willowridge Partners, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Willowridge Partners, Inc.: Regulatory assets under management: $1,818,518,166 in the October 2021 data and $2,508,247,330 in the October 2026 data, up 38%. Total employees: 14 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Willowridge Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Willowridge Partners, Inc. 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/157116

**What changed in Willowridge Partners, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 12.

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,508,247,330
- Discretionary: $2,508,247,330
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $2,508,247,330 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 18 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [amberbrook.com](https://amberbrook.com)
- [secondaries.com](https://secondaries.com)
- [willowridge.com](https://willowridge.com)
- LinkedIn @willowridge-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,818,518,166 | 14 | March 29, 2021 |
| October 2022 | $1,982,527,324 | 14 | March 29, 2022 |
| October 2023 | $2,032,393,294 | 13 | April 14, 2023 |
| October 2024 | $2,423,525,598 | 15 | August 26, 2024 |
| October 2025 | $2,393,606,664 | 16 | March 17, 2025 |
| October 2026 | $2,508,247,330 | 18 | March 11, 2026 |

Regulatory assets under management: $1,818,518,166 in the October 2021 data and $2,508,247,330 in the October 2026 data, up 38%.
Total employees: 14 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 12.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Willowridge Partners, Inc. (CRD 157116): Form ADV filing data as of October 2026.