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GREENRIDGE GROWTH PARTNERS

AUSTIN, TX · CRD 171612 · IAPD ↗ · greenridgegrowth.com · 512-426-6919

$408.8MRegulatory AUM
13Advisory reps
14Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2025 — GREENRIDGE GROWTH PARTNERS reported RAUM up 66% ($265.7M -> $441.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — GREENRIDGE GROWTH PARTNERS grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — GREENRIDGE GROWTH PARTNERS reported RAUM up 35% ($196.7M -> $265.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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