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WILLOWRIDGE PARTNERS, INC.
CRD 157116File 801-73759
APPROVED
Custody
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.51B
Top 25% of cohort (national)
Discretionary AUM
$2.51B
Clients
9
9 accounts
Employees
18
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 29, 2012
- Principal office
- 122 EAST 42ND STREET, 44TH FLOOR, NEW YORK, NY, 10017
- Phone
- 212-369-4700
- Website
- http://www.willowridge.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.51B
- Discretionary AUM
- $2.51B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $278.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $2.51B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MANAGEMENT FEES EARNED ARE BASED ON CLIENT COMMITMENTS
- Performance-based fees
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 18 | increased by2 |
| Apr 1, 2026 | AUM | $2,393,606,664 | $2,508,247,330 | increased by$114,640,666 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 16 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7 | 9 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,982,527,324 | $2,393,606,664 | increased by$411,079,340 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7 | 9 | increased by2 |
| Apr 1, 2022 | AUM | $1,818,518,166 | $1,982,527,324 | increased by$164,009,158 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WILLOWRIDGE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILLOWRIDGE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.