9AT: WILLOWRIDGE PARTNERS, INC.

other names

WILLOWRIDGE PARTNERS, INC.

Adviser Profile

As of Date	08/26/2025
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	16 23%
of those in investment advisory functions	10 25%
Registration	SEC, Approved, 03/29/2012

AUM^*	2,393,606,664 18%
of that, discretionary	2,393,606,664 18%
Private Fund GAV^*	2,401,645,009 -1%
Avg Account Size	265,956,296 18%
SMA’s	No
Private Funds	9
Contact Info	212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count9	GAV$2,401,645,009

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser POPULAR SECURITIES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.3b	#Funds-
Adviser EXCELLERE PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.2b	AUM2.2b	#Funds5
Adviser LIGHTBAY CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.2b	AUM2.2b	#Funds8
Adviser CLEARVIEW CAPITAL, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.1b	AUM2.1b	#Funds16
Adviser PERCHERON CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1b	AUM3.6b	#Funds18
Adviser TRIGUARD MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.9b	AUM1.8b	#Funds8
Adviser GARNETT STATION PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.8b	AUM3.4b	#Funds36
Adviser FOX INVESTMENTS MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.0b	#Funds-
Adviser JFG FAMILY OFFICE	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.6m	AUM2.7b	#Funds1
Adviser KAINOS (TX) CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM1.8b	#Funds11

Brochure Summary

Overview

Willowridge Partners, Inc. (“Willowridge”) was formed in 1992 and is an investment management firm focused on acquiring limited partnership interests in private equity, venture capital and other private capital funds (the “Underlying Funds”) through secondary market transactions. Willowridge may also purchase a limited number of secondary direct company interests, as well as participate in private placements and purchase other illiquid investments. Willowridge’s primary objective is to create a diversified portfolio of mature private capital interests in the Amberbrook Funds. The Company is located in New York City and is owned by Jerrold Newman, the President and Founder of Willowridge. As of December 31, 2023, Willowridge managed approximately $2,423,525,598 on a discretionary basis. The Company does not many any assets on a non-discretionary basis. Willowridge is a registered investment adviser

and the adviser to the Amberbrook funds. Willowridge currently advises Amberbrook IV LLC (“Fund IV”), Amberbrook V LLC (“Fund V”), Amberbrook VI LLC (“Fund VI”), Amberbrook VII LP (“Fund VII Onshore”) and Amberbrook Offshore VII LP (“Fund VII Offshore”), together, “Fund VII," , Amberbrook VIII LP (“Fund VIII Onshore”) and Amberbrook Offshore VIII LP (“Fund VIII Offshore”), together, “Fund VIII,” Amberbrook IX LP (“Fund IX Onshore”) and Amberbrook Offshore IX LP (“Fund IX Offshore”), together, “Fund IX.” Collectively, all of the foregoing funds are hereafter referred to as “the Funds”). Investors in the Funds are primarily institutional investors and other sophisticated investors. Willowridge may enter into side letter agreements with certain investors that provide for terms (generally related to reporting requirements) that are different from those generally applicable to other investors.

WILLOWRIDGE PARTNERS, INC.

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