NEWROAD CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$584M
Discretionary
$470M
80% of AUM
Avg account
$117M
Accounts
5
Employees
16
Advisory reps
3

Firm details

Headquarters
BENTONVILLE, Arkansas
CRD number
281487
Registered since
September 22, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Newroad Capital Partners, LLC is an LLC-structured private equity manager that has been SEC-registered since 2015. The firm serves institutional clients and operates primarily as a sponsor and general partner, providing portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. Its compensation model combines asset-based fees with performance-linked fees. Newroad is not positioned as an ESG-focused investor and does not present itself as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • SATOKO KATO

    General Counsel and Chief Compliance OfficerCRD 6929715

  • Arthur Emmanuel

    Chief Financial OfficerCRD 7717684

Contacts

1 of 1
  • GREGOIRE LEHMANN

    PartnerCRD 8227237

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BENTONVILLE, AR

BENTON

Location

BENTONVILLE, AR

Headquartered in BENTONVILLE, AR, in the South of the United States.

Region
South
County
BENTON
Address
215 NW A St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth