SourcingSourcing

WILLOWRIDGE PARTNERS, INC.

C20
CRD 157116·SEC 801-73759·NEW YORK, NY
AUM
$2.51B
$1B+
Est. Revenue
$25.1M
@ 1% on AUM
Est. EBITDA
$7.5M
@ 30% margin
Est. Deal Value
$60.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WILLOWRIDGE PARTNERS, INC.
CRD
157116
SEC file #
801-73759
EIN
000000000
DBA names
—

Economics

AUM
$2.51B
AUM band
$1B+
AUM trajectory
'20'26
$1.15B → $2.51B▲ +119%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
18
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
7 advisors → 12 advisors▲ +71%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
secondaries.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEWMAN, JERROLD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
NEWMAN, JERROLD
LEAL, CARLOS, ALBERTO
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SECONDARIES.COM
Rdap Domain Creation Date
1998-08-24T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
12,000
Form 5500 Compensation Trajectory 3y
202512,000
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
12,000
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001546539
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2012-04-05
Edgar Last Filing Date
2012-04-05
Edgar Form D Count
1
Edgar Form D Offerings
2012-04-052012-04-05 · 0001546539-12-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Raymond James20
Jpmorgan14
Morgan Stanley6
Goldman Sachs4
E*trade4
Edgar Addresses
Mailing
25 EAST 86TH STREETNEW YORK, NY 10028
Business
25 EAST 86TH STREETNEW YORK, NY 10028
Edgar EIN
000000000
Edgar Recent Filings
D2012-04-05 · 0001546539-12-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-08-23T04:00:00Z
Rdap Domain Last Changed
2020-08-23T18:08:26Z
Rdap Nameservers
Ns53.worldnic.comNs54.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5921354
Trust Company Affiliate
No

People (2)

2
NEWMAN, JERROLD
Direct Owner · 87.5%
5921354
LEAL, CARLOS, ALBERTO
Executive Officer · 2.5%
4569301