|
⚲
|
| Newroad Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 281487 |
| SEC # | 801-106671 |
| CIK # | |
| AUM | $584.4 M (2026-03-26) |
| Employees | 16 (94% Investors, 0% Brokers) |
| Phone | 479-657-2100 |
| Address | 215 NW A St Bentonville, AR 72712 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Newroad Fund III Coinvest II LP | [2022-03-30] | 0.0 | 6.1 |
| PE | Newroad Fund III Coinvest I LP | [2022-03-30] | 0.0 | 2.3 |
| PE | Newroad Fund IV LP | [2022-03-30] | 247.0 | 295.0 |
| PE | Newroad Fund III LP | [2019-03-28] | 173.6 | 166.6 |
| PE | KNRV Fund II | 2016-01-20 | 68.0 | |
| PE | Newroad Ventures LLC | [2016-01-20] | 1.5 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 584.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 584.4 |
| By Discretionary | ||
| Discretionary | 4 | 470.0 |
| Non-Discretionary | 1 | 114.4 |
| Total | 5 | 584.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 584.4 | |
| Total | 5 | 584.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Steve Brooks | 4 | 3 | ||
| Clete Brewer | 38 | 2 | ||
| Jeremy Wilson | 18 | 2 | ||
| Doug Degn | 9 | 2 | ||
| Christopher Ladd | 4 | 2 | ||
| Newroad Fund III GP LP | 2 | 1 | ||
| Stefan Sterns | 1 | 1 | ||
| None Newroad Fund IV GP LP | 1 | 1 | ||
| Newroad Capital Partners LLC | 1 | 1 | ||
| None Newroad Fund III GP LP | 1 | 1 | ||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Milestone Partners Management Co LP
✚
|
PA | 0.6 |
|
Levco Capital LP
✚
|
NY | 0.6 |
|
Stone-Goff Management LLC
✚
|
NY | 0.6 |
|
Cuadrilla Capital LLC
✚
|
CA | 0.6 |
|
LEP Management LLC
✚
|
UT | 0.6 |
|
BH3 Fund Advisors LLC
✚
|
FL | 0.6 |
|
424 Capital LLC
✚
|
MA | 0.6 |
|
Vine Investment Advisors LP
✚
|
FL | 0.6 |
|
Armadillo Litigation Funding LLC
✚
|
TX | 0.6 |
|
Two Roads Partners Management LP
✚
|
NY | 0.6 |