9AT: SPRING GROWTH PARTNERS LLC

SPRING GROWTH PARTNERS LLC

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SPRING GROWTH PARTNERS LLC

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Adviser Profile

Registration status

Registration Changed to SPRING GROWTH PARTNERS LLC

As of Date	04/24/2024
Adviser Type - Mid-sized advisory firm
Number of Employees	1 -50.00%
of those in investment advisory functions	1 -50.00%

AUM^*	85,000,000 -40.27%
of that, discretionary	0
Private Fund GAV^*	0
Avg Account Size	21,250,000 -40.27%
SMA’s	No
Private Funds	0
Contact Info	240 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

429M 368M 307M 245M 184M 123M 61M

2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

A. The Adviser, an investment advisory firm located in Washington, District of Columbia, acts as a sub-adviser to private funds focusing on investing principally in established applied technology companies which provide products or services in the energy and environmental industries in the United States or Canada. The Adviser was formed in 2019 as a Delaware limited liability company. Justin Heyman and Lisa Schule are the principal owners of the Adviser. B. Currently, the Adviser provides investment advisory services only to pooled investment vehicles operating as private funds for sophisticated, qualified investors, including high net worth individuals, retirement plans, trusts, partnerships, corporations, or other businesses (the “Funds” or “Clients”). The Adviser’s principal investment objective is to seek superior long-term capital appreciation by investing in businesses that advance resource and energy efficiency, and safety and security. C.

While its current Clients generally follow the strategy stated above, the Adviser may tailor the specific advisory services with respect to each Client based on the particular investment objectives and strategies described in the applicable Client’s confidential offering memorandum, if any, and governing documents, including Client’s operating agreement and / or the investment management agreement (referred to collectively as “Governing Documents”). All discussion of the Clients in this Brochure, including but not limited to their investments, the strategies used in managing the Clients, and conflicts of interest faced by the Adviser in connection with the management of the Clients are qualified in their entirety by reference to each Client’s respective Governing Documents. D. The Adviser does not participate in wrap fee programs. E. As of December 31, 2022, the Adviser manages $0 in discretionary and $142,315,480 in non- discretionary assets.