Anderson Growth Partners, LLC

Anderson Growth Partners, LLC, established in 1998 by Clyde B. Anderson, manages a series of investment funds and co-investment vehicles for the Anderson family and partners. The firm offers investment supervisory services, focusing on Hedge Funds, Private Equity Funds, and Direct Investments. In 2023, Anderson Wealth Management was added, providing wealth management services to retail investors. The firm manages client assets totaling approximately $919 million, invested in various funds and accounts on a discretionary basis. AGP charges management fees based on a percentage of assets and performance fees ranging from 5.0% to 15.0%. AWM's advisory fees are based on a percentage of the client's portfolio value, with a maximum annual fee of 1.00%. AGP acts as a fiduciary under ERISA and IRC when making rollover recommendations for retirement accounts. The firm has not been involved in any criminal, civil, or regulatory actions, and maintains a Code of Ethics to ensure ethical conduct. AGP does not accept economic benefits for client referrals and has procedures in place to review client accounts regularly. The firm has discretionary authority to manage client assets and is deemed to have custody of client assets. AGP does not participate in class action proceedings and has a strong financial condition. Clyde B. Anderson, the Managing Member, has a majority interest in AGP and strong personal financial standing.