AdvisorCensus / Financial advisors / New York / New York / UDY Road Holdings
UDY Road Holdings
Filed as UDY ROAD HOLDINGS · Legal name URH Management LP
UDY Road Holdings is an SEC-registered investment advisory firm in New York, NY, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated June 29, 2026.
Quick answers
From the filingHow is UDY Road Holdings compensated?
On its Form ADV (Item 5.E, October 2026), UDY Road Holdings reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does UDY Road Holdings charge?
Its Form ADV Part 2A brochure dated June 29, 2026 states: Asset-based fee: 1.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is UDY Road Holdings located?
UDY Road Holdings' principal office is in New York, NY, according to its Form ADV.
Is UDY Road Holdings registered with the SEC or a state?
UDY Road Holdings is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342346.
Does UDY Road Holdings report any disciplinary disclosures?
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/342346
Does UDY Road Holdings state an account minimum?
Its Form ADV Part 2A brochure dated June 29, 2026 says: "The Firm generally requires Fund Investors to make a minimum capital commitment of at least $5,000,000, although the amount of the minimum capital commitment may be waived or modified by the Firm in its sole discretion."
What changed in UDY Road Holdings' recent Form ADV filings?
In the September 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.5% of assets a year
The brochure's wording
The Firm expects to be paid a management fee (the “Management Fee”) generally equal to 1.50% per annum based upon the net asset value of Fund Investors’ capital account balances as of the beginning of the quarter, subject to certain modifications as more fully set forth in the Offering Documents.
Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Firm generally requires Fund Investors to make a minimum capital commitment of at least $5,000,000, although the amount of the minimum capital commitment may be waived or modified by the Firm in its sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated June 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- URH Management LP
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. UDY Road Holdings (CRD 342346): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/udy-road-holdings-new-york-ny-342346