Private fund adviser · Birmingham, AL
Anderson Growth Partners, LLC
SEC-registered investment adviser · CRD 138600 · SEC 801-65663
At a glance
Anderson Growth Partners, LLC is an SEC-registered investment adviser based in Birmingham, Alabama, with $1.0 billion in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 172 individual clients. By Form ADV it is a private fund adviser, ranked 2,296th of 4,686 private fund advisers and 5,353rd of 17,210 SEC-registered advisers by assets.
Main office 205-909-0950agpadvisors.comAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among private fund advisers
- #2,296 of 4,686
- Rank among all SEC RIAs
- #5,353 of 17,210
- Rank in Alabama
- #22 of 92
- Individual clients
- 172
- High-net-worth clients
- 172
- Accounts
- 209
- Discretionary
- 100% of AUM
- Employees
- 14
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Kyle R. DavidsonChief Financial Officer
- Clyde B. AndersonManaging Member
- Richard S. WallingtonChief Compliance Officer
- Adam S. HamillManaging Director
Custody and brokerage
Broker-dealer
Hybrid RIA
Anderson Growth Partners, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 37 | $839M | 83% |
| High-net-worth individuals | 172 | $170M | 17% |
Private funds
Anderson Growth Partners, LLC reports 37 private funds with $839M in gross assets: hedge funds, private equity funds, liquidity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Anderson Growth Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗agpadvisors.com ↗
AtlasMembers
The full record on Anderson Growth Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,155 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Anderson Growth Partners, LLC manage?
Anderson Growth Partners, LLC reports $1.0 billion in regulatory assets under management across 209 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Anderson Growth Partners, LLC?
Anderson Growth Partners, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Anderson Growth Partners, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($839 million, 37 clients); high-net-worth individuals ($170 million, 172 clients).
Does Anderson Growth Partners, LLC manage private funds?
Yes. It reports 37 private funds with $839 million in gross assets, including hedge funds, private equity funds, liquidity funds, other private funds.
Does Anderson Growth Partners, LLC have any disciplinary history?
Anderson Growth Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Anderson Growth Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →