UDY Road Holdings

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
0

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

FINTRX

Overview

UDY Road Holdings is a newly formed limited partnership that operates as an institutional registered investment adviser. The firm registered with the SEC in 2026 and positions itself as an adviser and sponsor focused on managing pooled investment vehicles. Its operating role includes serving as a general partner or managing member of pooled funds, and it provides portfolio management for those vehicles rather than acting as a traditional capital allocator to third-party managers. Fee arrangements combine a percentage-of-AUM component with performance-based fees, reflecting a typical private-fund incentive structure. UDY Road Holdings does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
405 W 13th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth