Willowridge Partners, Inc.
- Regulatory AUM
- $2.5B
- Discretionary
- $2.5B
- Clients
- 9
- Avg AUM / client
- $279M
- Accounts
- 9
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $2.5B | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $2.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Amberbrook Ix Lp master | Private Equity Fund | Delaware | $1.0B | 125 |
| Amberbrook Viii Lp master | Private Equity Fund | Delaware | $879M | 75 |
| Amberbrook Vii Lp master | Private Equity Fund | Delaware | $347M | 77 |
| Amberbrook Offshore Ix Lp feeder | Private Equity Fund | Cayman Islands | $202M | 54 |
| Amberbrook Vi Llc | Private Equity Fund | Delaware | $124M | 66 |
| Amberbrook V Llc | Private Equity Fund | Delaware | $50.5M | 57 |
| Amberbrook Offshore Viii Lp feeder | Private Equity Fund | Cayman Islands | $44.3M | 6 |
| Amberbrook Iv Llc | Private Equity Fund | Delaware | $16.7M | 38 |
| Amberbrook Offshore Vii Lp feeder | Private Equity Fund | Cayman Islands | $9.5M | 2 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Newman, Jerrold | President/Founding Partner | Oct 1992 (34y) | 75% or more | |
| Leal, Carlos, Alberto | Chief Compliance Officer/Managing Director Of Finance | Aug 2024 (2y) | Less than 5% |
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 (9, $2.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Amberbrook Ix Lp | Private Equity Fund | $1.0B | $3.0M | 125 |
| Amberbrook Viii Lp | Private Equity Fund | $879M | $3.0M | 75 |
| Amberbrook Vii Lp | Private Equity Fund | $347M | $3.0M | 77 |
| Amberbrook Offshore Ix Lp | Private Equity Fund | $202M | $3.0M | 54 |
| Amberbrook Vi Llc | Private Equity Fund | $124M | $3.0M | 66 |
| Amberbrook V Llc | Private Equity Fund | $50.5M | $2.0M | 57 |
| Amberbrook Offshore Viii Lp | Private Equity Fund | $44.3M | $3.0M | 6 |
| Amberbrook Iv Llc | Private Equity Fund | $16.7M | $2.0M | 38 |
| Amberbrook Offshore Vii Lp | Private Equity Fund | $9.5M | $3.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 3.04 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
- • Performance-based fees
- • Other fees
- • MANAGEMENT FEES EARNED ARE BASED ON CLIENT COMMITMENTS
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗