{
  "crd_number": 161515,
  "slug": "high-road-capital-partners-llc-greenwich-ct-161515",
  "primary_business_name": "HIGH ROAD CAPITAL PARTNERS, LLC",
  "legal_name": "HIGH ROAD CAPITAL PARTNERS, LLC",
  "dbas": [],
  "city": "Greenwich",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2026-06-29",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://highroadcap.com",
    "https://linkedin.com/company/high-road-capital-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161515",
  "city_as_filed": "GREENWICH",
  "url": "https://advisorcensus.com/firm/high-road-capital-partners-llc-greenwich-ct-161515",
  "display_name": "High Road Capital Partners, LLC",
  "summary": "High Road Capital Partners, LLC is an exempt reporting adviser in Greenwich, CT, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. High Road Capital Partners, LLC (CRD 161515): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is High Road Capital Partners, LLC located?",
      "a": "High Road Capital Partners, LLC's principal office is in Greenwich, CT, according to its Form ADV."
    },
    {
      "q": "How does High Road Capital Partners, LLC report to regulators?",
      "a": "High Road Capital Partners, LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 161515."
    },
    {
      "q": "How have High Road Capital Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for High Road Capital Partners, LLC: Regulatory assets under management: $391,093,545 in the October 2021 data and $191,320,876 in the October 2025 data, down 51%. Total employees: 11 in October 2021 and 5 in October 2025. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does High Road Capital Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/161515"
    },
    {
      "q": "What changed in High Road Capital Partners, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Moved from SEC registration to exempt reporting adviser status."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 391093545.0,
      "total_employees": 11,
      "filing_date": "2021-09-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 333559582.0,
      "total_employees": 5,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 221965296.0,
      "total_employees": 5,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 205764122.0,
      "total_employees": 5,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 191320876.0,
      "total_employees": 5,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Moved from SEC registration to exempt reporting adviser status."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $191,320,876 to $86,640,850 (-55%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/high-road-capital-partners-llc-greenwich-ct-161515.md",
  "clients": [],
  "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/161515",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}