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CRD 281487
BENTONVILLE, AR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| NEWROAD FUND IV, L.P. | Private Equity Fund | $234M | Apr 29, 2024 | 164 | Mar 30, 2022 | reported | 021-431301 |
| NEWROAD FUND III, L.P. | Private Equity Fund | $190M | Apr 29, 2024 | 117 | Mar 28, 2019 | reported | 021-325056 |
| KNRV FUND II | Private Equity Fund | $68.0M | Jan 20, 2016 | 100 | Jan 20, 2016 | dropped | n/a |
| NEWROAD VENTURES, LLC | Private Equity Fund | $33.8M | Apr 29, 2024 | 84 | Jan 20, 2016 | reported | 021-204675 |
| NEWROAD FUND III COINVEST II, L.P. | Private Equity Fund | $7.7M | Apr 29, 2024 | 16 | Mar 30, 2022 | reported | 021-406367 |
| NEWROAD FUND III COINVEST, I L.P. | Private Equity Fund | $3.4M | Apr 29, 2024 | 14 | Mar 30, 2022 | reported | 021-392183 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BREWER, CLETE, TAYLOR | Trustee | F | yes | 11/2002 | Sep 14, 2015 | Apr 29, 2024 |
| Emmanuel, Arthur, Joseph | CHIEF FINANCIAL OFFICER | Na | yes | 07/2022 | Mar 29, 2023 | Apr 29, 2024 |
| JEREMY AND ANDREA WILSON FAMILY TRUST | MANAGING PARTNER/MANAGER/MEMBER | C | yes | 07/2015 | Mar 30, 2022 | Apr 29, 2024 |
| KATO, SATOKO | CLO, CCO | Na | yes | 03/2018 | Mar 28, 2018 | Apr 29, 2024 |
| LADD VENTURES, LLC | PARTNER/MEMBER | B | yes | 02/2018 | Mar 30, 2022 | Apr 29, 2024 |
| LADD, CHRISTOPHER, BACH | Member | E | yes | 09/2018 | Mar 28, 2019 | Apr 29, 2024 |
| SRS NEWROAD, LLC | PARTNER/MEMBER | B | yes | 01/2022 | Mar 29, 2023 | Apr 29, 2024 |
| STERNS, STEFAN, RUDOLF | Member | E | yes | 01/2022 | Mar 29, 2023 | Apr 29, 2024 |
| THE CLETE T. BREWER REVOCABLE TRUST DATED 11/8/2002 | MANAGING PARTNER/MANAGER/MEMBER | C | yes | 07/2015 | Mar 30, 2022 | Apr 29, 2024 |
| WILSON, ANDREA, LYNN | Trustee | F | yes | 10/2017 | Mar 30, 2022 | Apr 29, 2024 |
| WILSON, JEREMY, WELLS | Trustee | F | yes | 10/2017 | Sep 14, 2015 | Apr 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| NEWROAD CAPITAL ADVISORS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| NEWROAD FUND III GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| NEWROAD FUND IV GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| NEWROAD GROWTH ADVISORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $584M | $470M | 16 | 15 | 0 | 5 | n/a |
| 2024 | Mar 28, 2025 | $643M | $502M | 15 | 14 | 0 | 5 | n/a |
| 2023 | Mar 28, 2024 | $609M | $470M | 16 | 14 | 0 | 5 | $476M |
| 2022 | Mar 29, 2023 | $662M | $516M | 18 | 16 | 0 | 5 | $516M |
| 2021 | Mar 30, 2022 | $664M | $504M | 14 | 13 | 0 | 5 | $504M |
| 2020 | Mar 26, 2021 | $428M | $281M | 15 | 14 | 0 | 2 | $281M |
| 2019 | Mar 26, 2020 | $289M | $155M | 12 | 11 | 0 | 2 | $155M |
| 2018 | Mar 28, 2019 | $230M | $98.8M | 9 | 7 | 0 | 2 | $98.8M |
| 2017 | Mar 28, 2018 | $165M | $44.7M | 8 | 6 | 0 | 1 | $44.7M |
| 2016 | Mar 30, 2017 | $105M | $15.4M | 8 | 5 | n/a | 2 | $140M |
| 2015 | Mar 30, 2016 | $108M | $108M | 8 | 5 | n/a | 2 | $108M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $584M | $643M | -9.1% | $662M | -4.1% | 16 | 15 | 0 | 0 |