{"url":"https://nivawealth.com/firms/newroad-capital-partners-281487","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281487","regulatoryAum":584412451,"crd":"281487","history":[{"filedOn":"2021-03-26","regulatoryAum":428206185,"clients":5,"employees":15,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":664071295,"clients":8,"employees":14,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":662321265,"clients":8,"employees":18,"offices":1},{"filedOn":"2024-04-29","regulatoryAum":608782217,"clients":8,"employees":16,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":642743838,"clients":6,"employees":15,"offices":1},{"filedOn":"2026-08-28","regulatoryAum":584412451,"clients":5,"employees":16,"offices":1}],"secFileNumber":"801-106671","legalName":"Newroad Capital Partners, LLC","displayName":"Newroad Capital Partners","slug":"newroad-capital-partners-281487","website":"https://newroadcp.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/newroad-ventures","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"215 NW A St, Suite 510","city":"Bentonville","state":"AR","stateName":"Arkansas","country":"United States","postalCode":"72712"},"tradeNames":[],"registration":{"secApproved":"22 September 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":16,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":584412451,"discretionary":470008165,"discretionaryAccounts":4,"nonDiscretionary":114404286,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":584412451}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Newroad Capital Partners has custody of $470M in client assets for 4 clients.","otherCustodians":[],"leadership":[{"name":"Arthur Emmanuel","title":"Chief Financial Officer","crd":"7717684"},{"name":"Alyssa Heim","title":"Chief Compliance Officer","crd":"8336433"},{"name":"Gregoire Lehmann","title":"Partner/Member","crd":"8227237"}],"ownership":[{"label":"Jeremy and Andrea Wilson Family Trust","detail":"Managing partner/manager/member in the 25% to 50% ownership band and a control person, since July 2015."},{"label":"The Clete T. Brewer Revocable Trust Dated 11/8/2002","detail":"Managing partner/manager/member in the 25% to 50% ownership band and a control person, since July 2015."},{"label":"Ladd Ventures, LLC","detail":"Partner/member in the 10% to 25% ownership band and a control person, since February 2018."},{"label":"SRS Newroad, LLC","detail":"Partner/member in the 10% to 25% ownership band and a control person, since January 2022."},{"label":"Gregoire Lehmann","detail":"Partner/member in the 5% to 10% ownership band and a control person, since July 2025."},{"label":"Jeremy Wilson","detail":"Indirect owner: trustee of Jeremy and Andrea Wilson Family Trust and a control person, since October 2017.","parent":"Jeremy and Andrea Wilson Family Trust"},{"label":"Clete Brewer","detail":"Indirect owner: trustee of The Clete T. Brewer Revocable Trust Dated 11/8/2002 and a control person, since November 2002.","parent":"The Clete T. Brewer Revocable Trust Dated 11/8/2002"},{"label":"Christopher Ladd","detail":"Indirect owner: a member of Ladd Ventures, LLC in the 75% or more band and a control person, since September 2018.","parent":"Ladd Ventures, LLC"},{"label":"Andrea Wilson","detail":"Indirect owner: trustee of Jeremy and Andrea Wilson Family Trust and a control person, since October 2017.","parent":"Jeremy and Andrea Wilson Family Trust"},{"label":"Stefan Sterns","detail":"Indirect owner: a member of SRS Newroad, LLC in the 75% or more band and a control person, since January 2022.","parent":"SRS Newroad, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Arkansas","offices":1,"addresses":[{"street":"215 NW A St, Suite 510","city":"Bentonville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"479-657-2100","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":5},"sources":{"adv1FilingDate":"28 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/281487/PDF/281487.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Newroad Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Newroad Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Newroad Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Newroad Capital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Newroad Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Newroad Capital Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}