Anderson Growth Partners, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 209
- Avg AUM / client
- $4.8M
- Accounts
- 209
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 172 | $170M | 16.8% |
| Pooled investment vehicles (non-investment companies) | 37 | $839M | 83.2% |
Private funds (41)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $820M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Agp Bcp Iv, Llc | Private Equity Fund | Delaware | $99.6M | 40 |
| Anderson Bdt Capital Partners, Llc | Private Equity Fund | Delaware | $81.7M | 36 |
| Anderson Bdt Capital Partners Ii, Llc | Private Equity Fund | Delaware | $70.3M | 34 |
| Agp Bdt Capital Partners Iii, Llc | Private Equity Fund | Delaware | $62.9M | 25 |
| Anderson Cash Partners Ii, Llc | Liquidity Fund | Alabama | $62.5M | 105 |
| Agp Colt, Llc | Other Private Fund | Delaware | $62.0M | 33 |
| Agp Armistice Capital, Llc | Hedge Fund | Delaware | $49.3M | 31 |
| Anderson Rs Growth Fund, Llc | Hedge Fund | Alabama | $36.6M | 39 |
| Agp Alliance Laundry, Llc | Other Private Fund | Delaware | $35.5M | 37 |
| Agp Burger Investments, Llc | Private Equity Fund | Delaware | $34.7M | 38 |
| Anderson Alternative Capital, Lp | Hedge Fund | Delaware | $34.5M | 47 |
| Agp Majestic, Llc | Other Private Fund | Delaware | $26.4M | 27 |
| Agp Focus Capital, Llc | Hedge Fund | Delaware | $22.4M | 23 |
| Agp Vantagerock, Llc | Hedge Fund | Delaware | $17.3M | 19 |
| Agp Plp, Llc | Hedge Fund | Delaware | $16.5M | 17 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anderson, Clyde, Barbour | Managing Member | Jan 1997 (30y) | 75% or more | |
| Wallington, Richard, Stanley | Chief Compliance Officer | Mar 2008 (18y) | Less than 5% | |
| Hamill, Adam, Shea | Managing Director | Sep 2017 (9y) | Less than 5% | |
| Jonathan Lawrence Rice | Registered representative | CFP | Apr 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (41, $820M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Agp Bcp Iv, Llc | Private Equity Fund | $99.6M | $25.0K | 40 |
| Anderson Bdt Capital Partners, Llc | Private Equity Fund | $81.7M | $25.0K | 36 |
| Anderson Bdt Capital Partners Ii, Llc | Private Equity Fund | $70.3M | $25.0K | 34 |
| Agp Bdt Capital Partners Iii, Llc | Private Equity Fund | $62.9M | $25.0K | 25 |
| Anderson Cash Partners Ii, Llc | Liquidity Fund | $62.5M | $0 | 105 |
| Agp Colt, Llc | Other Private Fund | $62.0M | $25.0K | 33 |
| Agp Armistice Capital, Llc | Hedge Fund | $49.3M | $25.0K | 31 |
| Anderson Rs Growth Fund, Llc | Hedge Fund | $36.6M | $25.0K | 39 |
| Agp Alliance Laundry, Llc | Other Private Fund | $35.5M | $10.0K | 37 |
| Agp Burger Investments, Llc | Private Equity Fund | $34.7M | $25.0K | 38 |
| Anderson Alternative Capital, Lp | Hedge Fund | $34.5M | $25.0K | 47 |
| Agp Majestic, Llc | Other Private Fund | $26.4M | $10.0K | 27 |
| Agp Focus Capital, Llc | Hedge Fund | $22.4M | $25.0K | 23 |
| Agp Vantagerock, Llc | Hedge Fund | $17.3M | $25.0K | 19 |
| Agp Plp, Llc | Hedge Fund | $16.5M | $25.0K | 17 |
| Anderson Opportunity Capital, Llc | Hedge Fund | $16.4M | $25.0K | 30 |
| Agp Aii Llc | Other Private Fund | $14.6M | $10.0K | 9 |
| Anderson Bdt Capital Partners Annex Fund, Llc | Private Equity Fund | $13.4M | $25.0K | 7 |
| Agp Genrock Llc | Private Equity Fund | $9.4M | $25.0K | 22 |
| Anderson Republics Fund, Llc | Hedge Fund | $8.8M | $25.0K | 16 |
| Agp Select Equity, Llc | Hedge Fund | $7.8M | $25.0K | 2 |
| Agp Strategic Income, Llc | Hedge Fund | $7.0M | $25.0K | 3 |
| Anderson Acb Partners, Llc | Hedge Fund | $5.7M | $25.0K | 15 |
| Anderson Preferred Properties, Llc | Other Private Fund | $5.0M | $25.0K | 10 |
| Agp Battery, Llc | Other Private Fund | $2.8M | $25.0K | 7 |
Top 25 of 41 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 7.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $170M (17% of AUM) Mar 2026
- Altruist Financial $97.9M (11% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗