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| Happy Holidays!! thanks for using AUM13F!! |
| Willowridge Partners Inc
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| CRD # | 157116 |
| SEC # | 801-73759 |
| CIK # | |
| AUM | $2.4 B (2025-03-17) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 212-369-4700 |
| Address | 122 East 42nd Street New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Amberbrook IX LP | 2023-04-14 | 1,148.4 | |
| PE | Amberbrook Offshore IX LP | 2023-04-14 | 230.6 | |
| PE | Amberbrook Offshore VIII LP | [2020-03-24] | 0.0 | 39.3 |
| PE | Amberbrook VIII LP | [2020-03-24] | 0.0 | 778.8 |
| PE | Amberbrook Offshore VII LP | [2016-03-30] | 0.0 | 8.0 |
| PE | Amberbrook VII LP | [2016-03-30] | 0.0 | 298.0 |
| PE | Amberbrook VI LLC | [2012-08-01] | 0.0 | 108.7 |
| PE | Amberbrook III LLC | 2012-02-14 | 4.3 | |
| PE | Amberbrook IV LLC | 2012-02-14 | 16.7 | |
| PE | Amberbrook V LLC | [2012-02-14] | 43.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 9 | 2.4 |
| (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 | 9 | 2.4 |
| By Discretionary | ||
| Discretionary | 9 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 2.1 | |
| Total | 9 | 2.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Bego | 45 | ||
| James Omara | 10 | ||
| Jerrold Newman | 7 | ||
| Willowridge Partners Inc | 5 | ||
| Lawrence Fang | 4 | ||
| Luisa Hunnewell | 3 | ||
| Willowridge VIII LLC | 2 | ||
| Willowridge VII LLC | 2 | ||
| Willowridge VI LLC | 1 |
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