WILLOWRIDGE PARTNERS, INC.

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Adviser Profile
As of Date 08/26/2024
Adviser Type - Large advisory firm
Number of Employees 15 15.38%
of those in investment advisory functions 9 12.50%
Registration SEC, Approved, 3/29/2012
AUM* 2,423,525,598 42.11%
of that, discretionary 2,423,525,598 42.11%
Private Fund GAV* 2,433,007,783 12.63%
Avg Account Size 269,280,622 10.53%
SMA’s No
Private Funds 9 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 850M 566M 283M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$2,433,007,783

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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.