DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Anderson Growth Partners, LLC
Latest filing Mar 26, 2026
First filing on the tape Mar 29, 2012 · 18 filings
SEC status approved since Jan 27, 2006
RAUM
$1.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
17%
$170M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.0B
derived; firm RAUM over IAPD count
Employees
14
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
37
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$1.0B as of Mar 26, 2026
Mar 29, 2012$238M then
HNW client RAUM$170M as of Mar 26, 2026
Mar 28, 2024$23.0M then
State-registered IARs (5.B.3)1 as of Mar 26, 2026
Mar 29, 20120 then
Employees (5.A)14 as of Mar 26, 2026
Apr 1, 20134 then
Private funds37 as of Mar 26, 2026
Mar 29, 201235 then
RAUM +9.7% over the last fiscal year+11% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.0BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $986,743derivedHNW RAUM over HNW clients
- Average account
- $4.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 14.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $839M, 37 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$839M83%
- High-net-worth individuals$170M17%
- Individual clients
- n/areported
- HNW clients
- 172reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 209reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $839M for 37 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.17 fund_share=0.83 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jonathan Lawrence RiceCertified Financial Planner | Charleston, Sc | Apr 6, 2023 | 11 y | 4 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jonathan Lawrence Rice from 49 FinancialApr 6, 2023 · Other
Private funds
69 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Agp Bcp IV, LLC | Private Equity Fund | $99.6M | 40 | Mar 30, 2023 |
| Anderson Bdt Capital Partners, LLC | Private Equity Fund | $81.7M | 36 | Mar 29, 2012 |
| Anderson Bdt Capital Partners II, LLC | Private Equity Fund | $70.3M | 34 | Mar 27, 2015 |
| Agp Bdt Capital Partners III, LLC | Private Equity Fund | $62.9M | 25 | Mar 26, 2020 |
| Anderson Cash Partners II, LLC | Liquidity Fund | $62.5M | 105 | Mar 29, 2012 |
| Agp Colt, LLC | Other Private Fund | $62.0M | 33 | Mar 28, 2024 |
| Agp Armistice Capital, LLC | Hedge Fund | $49.3M | 31 | Mar 27, 2015 |
| Anderson Rs Growth Fund, LLC | Hedge Fund | $36.6M | 39 | Mar 29, 2012 |
| Agp Alliance Laundry, LLC | Other Private Fund | $35.5M | 37 | Mar 28, 2016 |
| Agp Burger Investments, LLC | Private Equity Fund | $34.7M | 38 | Mar 26, 2020 |
| Anderson Alternative Capital, LP | Hedge Fund | $34.5M | 47 | Mar 29, 2012 |
| Anderson Emerging Markets Macrono longer reported | Other Private Fund | $31.6M | 26 | Mar 29, 2012 |
| Agp Majestic, LLC | Other Private Fund | $26.4M | 27 | Mar 30, 2022 |
| Agp Focus Capital, LLC | Hedge Fund | $22.4M | 23 | Mar 29, 2021 |
| Agp Vantagerock, LLC | Hedge Fund | $17.3M | 19 | Mar 30, 2023 |
| Agp Plp, LLC | Hedge Fund | $16.5M | 17 | Mar 30, 2022 |
| Anderson Opportunity Capital, LLC | Hedge Fund | $16.4M | 30 | Mar 29, 2012 |
| Anderson Anthony, LLCno longer reported | Other Private Fund | $15.7M | 26 | Mar 29, 2012 |
| Agp Aii LLC | Other Private Fund | $14.6M | 9 | Mar 30, 2022 |
| Anderson Bdt Capital Partners Annex Fund, LLC | Private Equity Fund | $13.4M | 7 | Apr 1, 2013 |
| Agp Genrock LLC | Private Equity Fund | $9.4M | 22 | Mar 28, 2019 |
| Anderson Republics Fund, LLC | Hedge Fund | $8.8M | 16 | Mar 29, 2012 |
| Agp Select Equity, LLC | Hedge Fund | $7.8M | 2 | Mar 26, 2020 |
| Agp Strategic Income, LLC | Hedge Fund | $7.0M | 3 | Mar 29, 2012 |
| Anderson Cash Partners, LLCno longer reported | Liquidity Fund | $6.8M | 43 | Mar 29, 2012 |
| Anderson Acb Partners, LLC | Hedge Fund | $5.7M | 15 | Mar 29, 2012 |
| Anderson Preferred Properties, LLC | Other Private Fund | $5.0M | 10 | Mar 30, 2023 |
| Anderson Bamm Holdings, LLCno longer reported | Other Private Fund | $4.9M | 19 | Mar 29, 2012 |
| Anderson Phycal, LLCno longer reported | Other Private Fund | $3.6M | 15 | Mar 29, 2012 |
| Agp Senvest Partners, LLCno longer reported | Hedge Fund | $3.4M | 12 | Mar 29, 2012 |
| Agp Alder Hill, LLCno longer reported | Hedge Fund | $2.8M | 8 | Mar 29, 2018 |
| Anderson Focus Capital, LLCno longer reported | Hedge Fund | $2.8M | 4 | Apr 1, 2013 |
| Agp Battery, LLC | Other Private Fund | $2.8M | 7 | Mar 30, 2023 |
| Anderson Amber Trust II, LLC | Private Equity Fund | $2.6M | 24 | Mar 29, 2012 |
| Anderson Internet Ageno longer reported | Hedge Fund | $2.5M | 12 | Mar 29, 2012 |
| Anderson Amber Trust, LLC | Private Equity Fund | $2.2M | 13 | Mar 29, 2012 |
| Anderson Sbcvc, LLCno longer reported | Private Equity Fund | $2.1M | 10 | Mar 29, 2012 |
| Agp First China, LLC | Hedge Fund | $2.1M | 10 | Mar 30, 2022 |
| Agp Pine Bluff, LLC | Other Private Fund | $2.1M | 3 | Mar 30, 2022 |
| Agp Entertainment, LLC | Other Private Fund | $1.9M | 14 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Barbour Clyde Anderson · Managing Membercontrolsince 01/1997 · owns 75% or more
- Shea Adam Hamill · Managing Directorcontrolsince 09/2017 · owns less than 5%
- Stanley Richard Wallington · Chief Compliance Officercontrolsince 03/2008 · owns less than 5%
Related persons
Schedule D 7.A
- Awm Risk Management, LLCreal estaten
Offices
Schedule D 1.F, the 25 largest
- Charleston, SC4 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing Mar 26, 2026private funds per $1B of RAUM of 36.7 against a peer median of 2.3 (55 comparable advisers, 100.0th percentile, 21.3 robust deviations)peers: other advisers, $1B to $5B (55) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 159 to 209Mar 26, 2025 to Mar 26, 2026
- HNW clients · 122 to 172Mar 26, 2025 to Mar 26, 2026
- Assets in custody · $822M to $839MMar 26, 2025 to Mar 26, 2026
- Employees · 13 to 14Mar 26, 2025 to Mar 26, 2026
- Discretionary RAUM · $919M to $1.0BMar 26, 2025 to Mar 26, 2026
- HNW RAUM · $97.9M to $170MMar 26, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $822M to $839MMar 26, 2025 to Mar 26, 2026
- RAUM · $919M to $1.0BMar 26, 2025 to Mar 26, 2026
- Accounts · 71 to 159Feb 7, 2025 to Mar 26, 2025
- Advisory employees · 4 to 5Feb 7, 2025 to Mar 26, 2025
- HNW clients · 30 to 122Feb 7, 2025 to Mar 26, 2025
- Pooled vehicle clients · 41 to 37Feb 7, 2025 to Mar 26, 2025
- Assets in custody · $820M to $822MFeb 7, 2025 to Mar 26, 2025
- Employees · 10 to 13Feb 7, 2025 to Mar 26, 2025
- Financial planning clients · 26-50 to 101-250Feb 7, 2025 to Mar 26, 2025
- Private funds · 41 to 37Feb 7, 2025 to Mar 26, 2025
- Discretionary RAUM · $843M to $919MFeb 7, 2025 to Mar 26, 2025
- HNW RAUM · $23.0M to $97.9MFeb 7, 2025 to Mar 26, 2025
- Pooled vehicle RAUM · $820M to $822MFeb 7, 2025 to Mar 26, 2025
- RAUM · $843M to $919MFeb 7, 2025 to Mar 26, 2025
- Accounts · 43 to 71May 16, 2023 to Mar 28, 2024
- Advisory activities · 3 to 4May 16, 2023 to Mar 28, 2024
- BD registered reps · 0 to 1May 16, 2023 to Mar 28, 2024
- HNW clients · unset to 30.0May 16, 2023 to Mar 28, 2024
- Pooled vehicle clients · 43 to 41May 16, 2023 to Mar 28, 2024
- Assets in custody · $744M to $820MMay 16, 2023 to Mar 28, 2024
- Financial planning clients · unset to 26-50May 16, 2023 to Mar 28, 2024
- State-registered IARs · 0 to 1May 16, 2023 to Mar 28, 2024
- Private funds · 43 to 41May 16, 2023 to Mar 28, 2024
- Discretionary RAUM · $744M to $843MMay 16, 2023 to Mar 28, 2024
- HNW RAUM · unset to 23006025.0May 16, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $744M to $820MMay 16, 2023 to Mar 28, 2024
- RAUM · $744M to $843MMay 16, 2023 to Mar 28, 2024
- Accounts · 38 to 43Mar 30, 2022 to Mar 30, 2023
- Advisory employees · 5 to 4Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 38 to 43Mar 30, 2022 to Mar 30, 2023
- Assets in custody · $799M to $744MMar 30, 2022 to Mar 30, 2023
- Private funds · 38 to 43Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $794M to $744MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $794M to $744MMar 30, 2022 to Mar 30, 2023
Signals
1 dated events
- Anderson Growth Partners, Llc reported RAUM $793.6M, up 36% from $582.3M (2021-03-29 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Anderson Growth Partners, LLC · Independent Sponsorsshared crd · capital_provider
- Anderson Growth Partners, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- agpadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 205-909-0950reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.0Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026