GREENRIDGE GROWTH PARTNERS

6001 Bold Ruler Way
Suite 120
Austin, Texas 78746
Tel: 512-426-6919

About GREENRIDGE GROWTH PARTNERS

GREENRIDGE GROWTH PARTNERS, formally registered with the SEC as GREENRIDGE GROWTH PARTNERS. The firm was established in 07/31/2023. They have over 1 offices throughout the country.

GREENRIDGE GROWTH PARTNERS is a Austin, Texas based Financial Planning firm with nearly $265,666,000 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171612
SEC#	801-128464
Assets Managed by Firm	$265,666,000
No. of Clients	5
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (CARRIED INTEREST)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$265,666,000

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