Education Growth Partners, LLC

Education Growth Partners, LLC is an investment advisory firm based in Stamford, Connecticut, established in October 2009 and registered with the SEC in June 2019. The firm specializes in providing investment advice for private equity funds, fundless sponsor investments, and special purpose vehicles focusing on equity and equity-related investments in small and mid-sized private companies. They manage $337,810,000 of client assets on a discretionary basis as of March 2024. Clients are charged a 2% asset-based management fee and a 20% carried interest based on performance. The firm's investment strategy focuses on small to mid-sized buyout and growth equity investments in the learning, workplace, and data sectors. They emphasize specialization in complex sectors with growth potential. Education Growth Partners, LLC acts as a fiduciary, with a Code of Ethics in place to ensure client interests are prioritized. The firm has not faced disciplinary actions and maintains custody of client funds and securities while exercising investment discretion over client accounts. Clients receive periodic reports on their investments, and the firm has a proxy voting policy to handle potential conflicts of interest.