{ "crd_number": 285344, "slug": "off-road-capital-management-llc-new-york-ny-285344", "primary_business_name": "OFF ROAD CAPITAL MANAGEMENT LLC", "legal_name": "OFF ROAD CAPITAL MANAGEMENT LLC", "dbas": [ "OFF ROAD CAPITAL PARTNERS", "RELYING_ADVISER-1" ], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-07-30", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-07-24", "carried_forward": false, "raum_total": 435755223.0, "raum_discretionary": 435755223.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 6, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 435755223.0, "count": 20 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NY" ], "websites": [ "https://offroadcapitalpartners.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285344", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/off-road-capital-management-llc-new-york-ny-285344", "display_name": "OFF Road Capital Management LLC", "summary": "OFF Road Capital Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.", "citation": "AdvisorCensus. OFF Road Capital Management LLC (CRD 285344): 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 OFF Road Capital Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), OFF Road Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "How much does OFF Road Capital Management LLC charge?", "a": "Its Form ADV Part 2A brochure dated July 24, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is OFF Road Capital Management LLC located?", "a": "OFF Road Capital Management LLC's principal office is in New York, NY, according to its Form ADV." }, { "q": "Is OFF Road Capital Management LLC registered with the SEC or a state?", "a": "OFF Road Capital Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 285344." }, { "q": "How much does OFF Road Capital Management LLC manage?", "a": "OFF Road Capital Management LLC reports $435,755,223 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary)." }, { "q": "How have OFF Road Capital Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for OFF Road Capital Management LLC: Regulatory assets under management: $284,158,017 in the October 2021 data and $435,755,223 in the October 2026 data, up 53%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does OFF Road Capital Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (20)." }, { "q": "Does OFF Road Capital Management 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/285344" }, { "q": "What changed in OFF Road Capital Management LLC's recent Form ADV filings?", "a": "In the August 2026 filing data: Added the business name RELYING_ADVISER-1." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 284158017.0, "total_employees": 5, "filing_date": "2021-09-09" }, { "period": "2022-10-01", "regulatory_assets_under_management": 428879545.0, "total_employees": 5, "filing_date": "2022-09-21" }, { "period": "2023-10-01", "regulatory_assets_under_management": 555719803.0, "total_employees": 5, "filing_date": "2023-05-12" }, { "period": "2024-10-01", "regulatory_assets_under_management": 622913043.0, "total_employees": 6, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 518143150.0, "total_employees": 6, "filing_date": "2025-03-26" }, { "period": "2026-10-01", "regulatory_assets_under_management": 435755223.0, "total_employees": 6, "filing_date": "2026-07-24" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Added the business name RELYING_ADVISER-1." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $518,143,150 to $435,755,223 (-16%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated July 24, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": "0.5% to 1.5% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)" ], "quotes": [ "Investors in the Funds generally are charged a management fee (the “Management Fee”) paid quarterly in advance on committed capital or contributed capital to ORCM and certain Owners of the Managing Members, directly or indirectly through affiliates, as defined in Item 4, at a rate ranging from 0.5% - 1.5% per annum, depending on the investors’ agreements with such Fund and the time such Management Fee is accrued." ] } ], "values": { "tiers": [], "range_pct": [ 0.5, 1.5 ], "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "Investors in the Funds generally are charged a management fee (the “Management Fee”) paid quarterly in advance on committed capital or contributed capital to ORCM and certain Owners of the Managing Members, directly or indirectly through affiliates, as defined in Item 4, at a rate ranging from 0.5% - 1.5% per annum, depending on the investors’ agreements with such Fund and the time such Management Fee is accrued." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/off-road-capital-management-llc-new-york-ny-285344.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 20, "fewer_than_5": false, "raum": 435755223.0 } ], "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/285344", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }