EDUCATION GROWTH PARTNERS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$347M
Discretionary
$347M
100% of AUM
Avg account
$31.6M
Accounts
11
Employees
7
Advisory reps
2

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
166162
Registered since
July 29, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Education Growth Partners, LLC is a privately held limited liability company that operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm registered with the SEC in 2019 and structures its advisory work around portfolio management for closed-end or commingled private funds rather than acting as a broad capital allocator. Its fee arrangement combines a percentage of assets under management with performance-based fees, consistent with private equity compensation models. The firm is not an active ESG investor and does not position itself as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • PETER CAMPBELL

    Founder and Managing PartnerCRD 6138048

  • ANDREW KAPLAN

    Managing General PartnerCRD 7054699

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
301 Tresser Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth