Newroad Capital Partners provides portfolio management for pooled vehicles. The firm advises 5 private funds.
Newroad Capital Partners reports 5 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 80.4% ($470M across 4 accounts) are managed with discretion; $114M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $584M | 100.0% | $117M |
| Total | 5 | $584M | 100% | $117M |
- Clients
- 5
- Regulatory AUM
- $584M
- AUM share
- 100.0%
- Avg. per client
- $117M
Total
- Clients
- 5
- Regulatory AUM
- $584M
- AUM share
- 100%
- Avg. per client
- $117M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
Newroad Capital Partners is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Jeremy and Andrea Wilson Family Trust owns 25% to 50% of Newroad Capital Partners. The leadership team of Newroad Capital Partners includes Chief Financial Officer Arthur Emmanuel and Chief Compliance Officer Alyssa Heim. It has 16 employees, 15 of them in advisory roles.
Staff
- 16 employees
- 15 in advisory functions
- Owns 25% to 50% of Newroad Capital Partners, LLC
Jeremy and Andrea Wilson Family Trust
Control person · since July 2015
Jeremy Wilson
Trustee · Control person · since October 2017
Andrea Wilson
Trustee · Control person · since October 2017
- Owns 25% to 50% of Newroad Capital Partners, LLC
The Clete T. Brewer Revocable Trust Dated 11/8/2002
Control person · since July 2015
Clete Brewer
Trustee · Control person · since November 2002
- Owns 10% to 25% of Newroad Capital Partners, LLC
Ladd Ventures, LLC
Control person · since February 2018
- Owns 75% or more of Ladd Ventures, LLC
Christopher Ladd
Control person · since September 2018
- Owns 10% to 25% of Newroad Capital Partners, LLC
SRS Newroad, LLC
Control person · since January 2022
- Owns 75% or more of SRS Newroad, LLC
Stefan Sterns
Control person · since January 2022
- Owns 5% to 10% of Newroad Capital Partners, LLC
Gregoire Lehmann
Control person · since July 2025
Newroad Capital Partners’ regulatory assets grew from $428M (March 2021) to $584M (August 2026); clients were 5 in both filings and employees rose from 15 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $584M | 5 | 16 | 1 |
| Mar 2025March 2025 | $643M | 6 | 15 | 1 |
| Apr 2024April 2024 | $609M | 8 | 16 | 1 |
| Mar 2023March 2023 | $662M | 8 | 18 | 1 |
| Mar 2022March 2022 | $664M | 8 | 14 | 1 |
| Mar 2021March 2021 | $428M | 5 | 15 | 1 |
Besides its headquarters, Newroad Capital Partners has 0 offices, with 1 listed address in 1 state.
Arkansas · 1 listed address
- 215 NW A St, Suite 510, BentonvilleHQ
Contact and registration details
- Legal name
- Newroad Capital Partners, LLC
- Headquarters
- 215 NW A St, Suite 510, Bentonville, AR 72712
- Website
- newroadcp.com
- Phone
- 479-657-2100
- @newroad-ventures
- SEC file
- 801-106671
- Structure
- Delaware LLC
- Fiscal year end
- December
Newroad Capital Partners has custody of $470M for 4 clients.
How many clients does Newroad Capital Partners have?
Newroad Capital Partners has 5 clients and manages $584 million for them, as of August 2026. They include 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does Newroad Capital Partners offer?
Newroad Capital Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Newroad Capital Partners have?
Newroad Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 16 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Newroad Capital Partners?
Newroad Capital Partners is owned through trusts and holding companies by Christopher Ladd and Stefan Sterns. Its direct owners are Jeremy and Andrea Wilson Family Trust, the Clete T. Brewer Revocable Trust Dated 11/8/2002, Ladd Ventures, LLC, SRS Newroad, LLC, and Gregoire Lehmann, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does Newroad Capital Partners get paid?
Newroad Capital Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Newroad Capital Partners?
Newroad Capital Partners’ main office is at 215 NW A St, Suite 510, Bentonville, AR 72712. Its phone number is 479-657-2100. Its website is newroadcp.com.