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Anderson Growth Partners LLC
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CRD # | 138600 |
SEC # | 801-65663 |
CIK # | |
AUM | $843.3 MM (2024-03-28) |
Employees | 10 (40% Investors, 10% Brokers) |
Phone | 205-909-0950 |
Address | 2 Metroplex Drive Birmingham, AL 35209 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 30 | 23.0 |
(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 | 41 | 820.3 |
(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 | 71 | 843.3 |
By Discretionary | ||
Discretionary | 71 | 843.3 |
Non-Discretionary | 0 | 0.0 |
Total | 71 | 843.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 843.3 | |
Total | 71 | 843.3 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Clyde Anderson | 64 | |||
Anderson Growth Partners LLC | 62 | |||
Anderson Growth Partnres LLC | 2 | |||
Anderson Ac Management LLC | 1 | |||
Anderson Growth Partners Lc | 1 | |||
Anderson Growth Partners | 1 | |||
Katie Marshall | 1 | |||
Anderson Pcp I Management LLC | 1 | |||
Anderson Partners Growth LLC | 1 | |||
Rick Wallington | 1 | |||
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