TWO ROADS PARTNERS MANAGEMENT, LP

RIASEC RegisteredEst. 2023
Total AUM
$579M
Discretionary
$579M
100% of AUM
Avg account
$116M
Accounts
5
Employees
13
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
326470
Registered since
September 15, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Two Roads Partners Management, LP is a limited partnership focused on managing pooled private equity vehicles for institutional clients. The firm is SEC-registered and operates primarily as a sponsor and general partner, providing portfolio management for closed-end and pooled investment structures rather than acting as a broad capital allocator. Fee arrangements include a percent-of-AUM component alongside performance-based fees and other fee structures. Two Roads identifies as an active ESG investor and integrates ESG considerations into its investment process and manager oversight. The firm’s business model centers on originating, structuring and managing private equity funds where it serves as manager and GP. That structure informs how capital is raised, managed and reported: advisory activity is concentrated on pooled vehicles rather than separate accounts or widespread retail-facing offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • FELIKS ZAROTSKY

    Managing PartnerCRD 5357745

  • Jillian Freeman

    CCO, PrincipalCRD 7710043

Wealth teams

FINTRX

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1001 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth