UDY Road Holdings
Firm details
- Headquarters
- New York, New York
- CRD number
- 342346
- Registered since
- August 5, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
UDY Road Holdings is a newly formed institutional registered investment adviser organized as a limited partnership. The firm is set up to provide portfolio management for pooled investment vehicles and will act in sponsor and general partner capacities for those vehicles. Its ownership is a combination of a domestic entity and an individual, and it is not positioned as a capital allocator to external managers. Its operating model includes a fee mix of a percentage of assets under management plus performance-based fees, which aligns with the economics commonly used by managers of closed-end or private pooled funds. UDY Road Holdings does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or affiliated adviser relationships.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Richard Tao
Managing PartnerCRD 5681790
Ming-jie Wang
PartnerCRD 5678621
Peter Cheng
CRD 6657155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 405 W 13th St
- Time zone
- ET (UTC-5)
- Office locations
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