Firm profile

GREENRIDGE GROWTH PARTNERS

AUSTIN, TXCRD 171612Latest ADV March 30, 2026

Greenridge Growth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 30, 2026, reports $409M in regulatory assets under management, 14 employees, and 4 accounts.

Assets Under Management
$409M
Employees
14
Offices
--
Total Clients
<5
Primary office
AUSTIN, TX
6001 BOLD RULER WAY, SUITE 120, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJennifer E. Baker

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$409Mas of March 30, 2026
Discretionary79.1%
$323M
79% of total RAUM79.1%
Non-discretionary20.9%
$85M
21% of total RAUM20.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$409M
Total Accounts4
10Y AUM Change+$212M (+107.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee0:1
10Y Employee Change+3 (+27.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.