{
  "crd_number": 281487,
  "slug": "newroad-capital-partners-llc-bentonville-ar-281487",
  "primary_business_name": "NEWROAD CAPITAL PARTNERS, LLC",
  "legal_name": "NEWROAD CAPITAL PARTNERS, LLC",
  "dbas": [],
  "city": "Bentonville",
  "state": "AR",
  "country": "United States",
  "cbsa_code": "22220",
  "metro": {
    "cbsa_code": "22220",
    "common_name": "Fayetteville",
    "msa_name": "Fayetteville-Springdale-Rogers, AR",
    "path": "/advisors/ar/fayetteville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-09-22",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-08-28",
  "carried_forward": false,
  "raum_total": 584412451.0,
  "raum_discretionary": 470008165.0,
  "raum_non_discretionary": 114404286.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 16,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 584412451.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR"
  ],
  "websites": [
    "https://linkedin.com/company/newroad-ventures",
    "https://newroadcp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281487",
  "city_as_filed": "BENTONVILLE",
  "url": "https://advisorcensus.com/firm/newroad-capital-partners-llc-bentonville-ar-281487",
  "display_name": "Newroad Capital Partners, LLC",
  "summary": "Newroad Capital Partners, LLC is an SEC-registered investment advisory firm in Bentonville, AR, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.",
  "citation": "AdvisorCensus. Newroad Capital Partners, LLC (CRD 281487): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Newroad Capital Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Newroad Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Newroad Capital Partners, LLC located?",
      "a": "Newroad Capital Partners, LLC's principal office is in Bentonville, AR, according to its Form ADV."
    },
    {
      "q": "Is Newroad Capital Partners, LLC registered with the SEC or a state?",
      "a": "Newroad Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281487."
    },
    {
      "q": "How much does Newroad Capital Partners, LLC manage?",
      "a": "Newroad Capital Partners, LLC reports $584,412,451 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (80% discretionary)."
    },
    {
      "q": "How have Newroad Capital Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Newroad Capital Partners, LLC: Regulatory assets under management: $428,206,185 in the October 2021 data and $584,412,451 in the October 2026 data, up 36%. Total employees: 15 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Newroad Capital Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Does Newroad 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 SEC record: https://adviserinfo.sec.gov/firm/summary/281487"
    },
    {
      "q": "What changed in Newroad Capital Partners, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 428206185.0,
      "total_employees": 15,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 664071295.0,
      "total_employees": 14,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 662321265.0,
      "total_employees": 18,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 608782217.0,
      "total_employees": 16,
      "filing_date": "2024-04-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 642743838.0,
      "total_employees": 15,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 584412451.0,
      "total_employees": 16,
      "filing_date": "2026-08-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 15.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/newroad-capital-partners-llc-bentonville-ar-281487.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 584412451.0
    }
  ],
  "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/281487",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}