{
  "crd_number": 332521,
  "slug": "alton-road-capital-lp-vero-beach-fl-332521",
  "primary_business_name": "ALTON ROAD CAPITAL, LP",
  "legal_name": "ALTON ROAD CAPITAL, LP",
  "dbas": [],
  "city": "Vero Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "42680",
  "metro": {
    "cbsa_code": "42680",
    "common_name": "Sebastian",
    "msa_name": "Sebastian-Vero Beach-West Vero Corridor, FL",
    "path": "/advisors/fl/sebastian"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-10-17",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 26633647.0,
  "raum_discretionary": 26633647.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 26633647.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332521",
  "city_as_filed": "VERO BEACH",
  "url": "https://advisorcensus.com/firm/alton-road-capital-lp-vero-beach-fl-332521",
  "display_name": "Alton Road Capital, LP",
  "summary": "Alton Road Capital, LP is an SEC-registered investment advisory firm in Vero Beach, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. Alton Road Capital, LP (CRD 332521): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Alton Road Capital, LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alton Road Capital, LP reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Alton Road Capital, LP located?",
      "a": "Alton Road Capital, LP's principal office is in Vero Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Alton Road Capital, LP registered with the SEC or a state?",
      "a": "Alton Road Capital, LP is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332521."
    },
    {
      "q": "How much does Alton Road Capital, LP manage?",
      "a": "Alton Road Capital, LP reports $26,633,647 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Alton Road Capital, LP's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Alton Road Capital, LP: Regulatory assets under management: $28,262,490 in the October 2025 data and $26,633,647 in the October 2026 data, down 6%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Alton Road Capital, LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1)."
    },
    {
      "q": "Which custodians does Alton Road Capital, LP use?",
      "a": "Alton Road Capital, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Alton Road Capital, LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332521"
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 28262490.0,
      "total_employees": 2,
      "filing_date": "2025-02-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 26633647.0,
      "total_employees": 2,
      "filing_date": "2026-03-05"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/alton-road-capital-lp-vero-beach-fl-332521.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": false,
      "raum": 26633647.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332521",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}