Greenridge Equity Partners, Llc
- Regulatory AUM
- $409M
- Discretionary
- $323M
- Clients
- 4
- Avg AUM / client
- $102M
- Accounts
- 4
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $409M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $266M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Greenridge Growth Partners Ii, L.P. | Private Equity Fund | Delaware | $113M | 22 |
| Greenridge Avatar Partners, Lp | Private Equity Fund | Delaware | $60.8M | 2 |
| Greenridge Growth Partners, L.P. | Private Equity Fund | Delaware | $59.5M | 70 |
| Greenridge Vf, Lp | Private Equity Fund | Delaware | $25.5M | 16 |
| Greenridge Ncm, Lp | Private Equity Fund | Delaware | $7.0M | 12 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Barnett Moss | Manager | Aug 2010 (16y) | ≈ 14.06% – 50% via Greenridge Equity Partners Holdings Gp, Lp | |
| Jack Conger Cardwell | Manager | Jan 2013 (14y) | ≈ 14.06% – 50% via Greenridge Equity Partners Holdings Gp, Lp | |
| Baker, Jennifer, Elizabeth | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Greenridge Equity Partners Holdings, Lp | Managing Member | Aug 2010 | A | 75% or more |
| Greenridge Equity Partners Holdings Gp, Lp | General Partner | Aug 2010 | B | ≈ 56.25% – 100% via Greenridge Equity Partners Holdings, Lp |
| Gep Interests, Llc | General Partner | Aug 2010 | B | GP / trustee / elected manager of Greenridge Equity Partners Holdings Gp, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Benjamin Barnett Moss: 25% – 50% of Greenridge Equity Partners Holdings Gp, Lp × 75% – 100% of Greenridge Equity Partners Holdings, Lp × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Jack Conger Cardwell: 25% – 50% of Greenridge Equity Partners Holdings Gp, Lp × 75% – 100% of Greenridge Equity Partners Holdings, Lp × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Greenridge Equity Partners Holdings Gp, Lp: 75% – 100% of Greenridge Equity Partners Holdings, Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (5, $266M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Greenridge Growth Partners Ii, L.P. | Private Equity Fund | $113M | $1.0M | 22 |
| Greenridge Avatar Partners, Lp | Private Equity Fund | $60.8M | $3.0M | 2 |
| Greenridge Growth Partners, L.P. | Private Equity Fund | $59.5M | $35.0K | 70 |
| Greenridge Vf, Lp | Private Equity Fund | $25.5M | $15.0K | 16 |
| Greenridge Ncm, Lp | Private Equity Fund | $7.0M | $43.8K | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.91 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
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • CARRIED INTEREST
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗