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WILLOWRIDGE PARTNERS, INC.

NEW YORK, NY · CRD 157116 · IAPD ↗ · secondaries.com · 212-369-4700

$2.51BRegulatory AUM
12Advisory reps
18Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — WILLOWRIDGE PARTNERS, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
15
April 2024 — WILLOWRIDGE PARTNERS, INC. changed its website from willowridge.com to secondaries.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.