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Anderson Growth Partners LLC
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CRD # | 138600 |
SEC # | 801-65663 |
CIK # | |
AUM | $919.5 MM (2025-03-26) |
Employees | 13 (38% Investors, 8% Brokers) |
Phone | 205-909-0950 |
Address | 2 Metroplex Drive Birmingham, AL 35209 |
Source | [IAPD] [Website] |
Total AUM ($M) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
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 ($M) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 122 | 97.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 37 | 821.6 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 159 | 919.5 |
By Discretionary | ||
Discretionary | 159 | 919.5 |
Non-Discretionary | 0 | 0.0 |
Total | 159 | 919.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 919.5 | |
Total | 159 | 919.5 |
Form D Directors | # Filings | # Firms | 2011 - 2025 | |
---|---|---|---|---|
Clyde Anderson | 64 | |||
Anderson Growth Partners LLC | 62 | |||
Anderson Growth Partnres LLC | 2 | |||
Anderson Ac Management LLC | 1 | |||
Anderson Pcp I Management LLC | 1 | |||
Anderson Partners Growth LLC | 1 | |||
Katie Marshall | 1 | |||
Rick Wallington | 1 | |||
Anderson Growth Partners Lc | 1 | |||
Anderson Growth Partners | 1 | |||
View All |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Overbrook Management Corporation
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|
NY | 1.1 |
MG Financial LLC
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|
MA | 1.1 |
Andina Capital Management LLC
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|
UT | 1.0 |
Toth Financial Advisory Corp
✚
|
VA | 1.0 |
Manhattan West Asset Management LLC
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|
CA | 1.0 |
Sonen Capital LLC
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|
CA | 1.0 |
Talson Capital Management LP
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|
CT | 0.9 |
Remy Investors & Consultants LLC
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CA | 0.9 |
LGL Partners LLC
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|
PA | 0.8 |
Prospector Partners LLC
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|
CT | 0.8 |