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| Happy Holidays!! thanks for using AUM13F!! |
| Anderson Growth Partners LLC
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| CRD # | 138600 |
| SEC # | 801-65663 |
| CIK # | |
| AUM | $919.5 M (2025-03-26) |
| Employees | 13 (38% Investors, 8% Brokers) |
| Phone | 205-909-0950 |
| Address | 2 Metroplex Drive Birmingham, AL 35209 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | AGP COLT LLC | [2024-03-28] | 102.0 | 110.1 |
| Other | AGP Battery LLC | [2023-03-30] | 2.8 | 2.1 |
| PE | AGP BCP IV LLC | [2023-03-30] | 100.0 | 105.1 |
| Other | AGP Entertainment LLC | [2023-03-30] | 3.5 | 0.5 |
| HF | AGP Vantagerock LLC | [2023-03-30] | 19.8 | 15.8 |
| Other | Anderson Preferred Properties LLC | [2023-03-30] | 5.0 | 5.1 |
| Other | AGP AII LLC | [2022-03-30] | 10.0 | 16.1 |
| HF | AGP First China LLC | [2022-03-30] | 2.5 | 2.6 |
| Other | AGP Majestic LLC | [2022-03-30] | 25.0 | 28.7 |
| Other | AGP ORIM LLC | [2022-03-30] | 5.0 | 2.9 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 122 | 97.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 37 | 821.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 159 | 919.5 |
| By Discretionary | ||
| Discretionary | 159 | 919.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 159 | 919.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 919.5 | |
| Total | 159 | 919.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Clyde Anderson | 64 | |||
| Anderson Growth Partners LLC | 62 | |||
| Anderson Growth Partnres LLC | 2 | |||
| Anderson Ac Management LLC | 1 | |||
| Anderson Pcp I Management LLC | 1 | |||
| Anderson Partners Growth LLC | 1 | |||
| Katie Marshall | 1 | |||
| Rick Wallington | 1 | |||
| Anderson Growth Partners Lc | 1 | |||
| Anderson Growth Partners | 1 | |||
| View All | ||||
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