{ "crd_number": 342346, "slug": "udy-road-holdings-new-york-ny-342346", "primary_business_name": "UDY ROAD HOLDINGS", "legal_name": "URH MANAGEMENT LP", "dbas": [], "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": "120-Day Approval", "registration_date": "2026-08-05", "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": 5, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": null, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://linkedin.com/company/udyroad", "https://udyroad.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342346", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/udy-road-holdings-new-york-ny-342346", "display_name": "UDY Road Holdings", "summary": "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.", "citation": "AdvisorCensus. UDY Road Holdings (CRD 342346): 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 UDY Road Holdings compensated?", "a": "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." }, { "q": "How much does UDY Road Holdings charge?", "a": "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." }, { "q": "Where is UDY Road Holdings located?", "a": "UDY Road Holdings' principal office is in New York, NY, according to its Form ADV." }, { "q": "Is UDY Road Holdings registered with the SEC or a state?", "a": "UDY Road Holdings is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342346." }, { "q": "Does UDY Road Holdings 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/342346" }, { "q": "Does UDY Road Holdings state an account minimum?", "a": "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.\"" }, { "q": "What changed in UDY Road Holdings' recent Form ADV filings?", "a": "In the September 2026 filing data: Newly registered with the SEC." } ], "filing_history": [], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated June 29, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": "1.5% of assets a year", "stated_range": null, "stated_maximum": null, "account_minimum": "$5,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 1.5% of assets a year" ], "quotes": [ "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." ] }, { "label": "Account minimum", "statements": [ "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "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." ] } ], "values": { "tiers": [ { "min": null, "max": null, "rate_pct": 1.5 } ], "range_pct": null, "max_pct": null, "account_minimum": 5000000.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "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.", "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." ], "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/udy-road-holdings-new-york-ny-342346.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/342346", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }