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| Willowridge Partners Inc
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|---|---|
| CRD # | 157116 |
| SEC # | 801-73759 |
| CIK # | |
| AUM | 2,508.2 M (2026-03-11) |
| Employees | 18 (67% 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 | AUM |
|---|---|---|---|---|
| PE | Amberbrook IX LP | 2023-04-14 | 1,424.9 M | |
| PE | Amberbrook Offshore IX LP | 2023-04-14 | 267.7 M | |
| PE | Amberbrook Offshore VIII LP | [2020-03-24] | 32.7 M | |
| Filed 2019-10-18 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| PE | Amberbrook VIII LP | [2020-03-24] | 652.3 M | |
| Offered $650,000,000 · Filed 2019-10-18 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $650,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| PE | Amberbrook Offshore VII LP | [2016-03-30] | 7.2 M | |
| Filed 2015-10-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| PE | Amberbrook VII LP | [2016-03-30] | 268.0 M | |
| Offered $450,000,000 · Filed 2015-10-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $450,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| PE | Amberbrook VI LLC | [2012-08-01] | 104.3 M | |
| Offered $350,000,000 · Filed 2012-04-05 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining $350,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| PE | Amberbrook III LLC | 2012-02-14 | 4.3 M | |
| PE | Amberbrook IV LLC | 2012-02-14 | 15.8 M | |
| PE | Amberbrook V LLC | [2012-02-14] | 43.0 M | |
| AUM Breakdown | Accounts | AUM ($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 | 2.5 |
| (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 | 2.5 |
| By Discretionary | ||
| Discretionary | 9 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 2.2 | |
| Total | 9 | 2.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Bego | Executive Officer | 56 | 3 | |
| James O'Mara | Executive Officer | 10 | 2 | |
| Jerrold Newman | Executive Officer | 7 | 2 | |
| Willowridge Partners Inc | Director, Executive Officer | 5 | 2 | |
| Lawrence Fang | Executive Officer | 4 | 2 | |
| Luisa Hunnewell | Executive Officer | 3 | 1 | |
| Willowridge VIII LLC | Director | 2 | 1 | |
| Willowridge VII LLC | Director | 2 | 1 | |
| Willowridge VI LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Institutional |
| Fund Types | Private Equity |
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