DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Off Road Capital Management LLC
Latest filing Jul 24, 2026
First filing on the tape Jun 30, 2021 · 10 filings
SEC status approved since Jul 30, 2021
RAUM
$436M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
20
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$436M as of Jul 24, 2026
Mar 31, 2022$429M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 24, 2026
Mar 31, 20220 then
Employees (5.A)6 as of Jul 24, 2026
Mar 31, 20225 then
Private funds20 as of Jul 24, 2026
Mar 31, 202221 then
RAUM -16% over the last fiscal year-7.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 24, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $21.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -16%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$436M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
23 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Pacific Amusements Holdings LLC | Private Equity Fund | $129M | 21 | Mar 30, 2020 |
| Orcm Helium LP | Private Equity Fund | $102M | 45 | Mar 31, 2021 |
| Orcm Helium Offshore LP | Private Equity Fund | $82.1M | 9 | Mar 31, 2021 |
| Off Road Capital Partners LP | Private Equity Fund | $69.0M | 40 | Nov 28, 2016 |
| Or Imhs One LLC | Private Equity Fund | $56.3M | 24 | Mar 31, 2021 |
| Orcm Helium Offshore II LP | Private Equity Fund | $31.2M | 5 | Mar 31, 2022 |
| Orcm Helium II LP | Private Equity Fund | $22.6M | 39 | Mar 31, 2022 |
| Or Zion LLC | Private Equity Fund | $21.6M | 34 | Mar 30, 2023 |
| Or Imhs Three LLC | Private Equity Fund | $18.4M | 4 | Mar 31, 2021 |
| Or Huntsville LLC | Private Equity Fund | $16.9M | 21 | Mar 31, 2022 |
| Or Minerals LLC | Private Equity Fund | $16.2M | 32 | Mar 31, 2022 |
| Or Imhs Two LLC | Private Equity Fund | $15.7M | 16 | Mar 31, 2021 |
| Orcm Hp LLC | Private Equity Fund | $11.4M | 28 | Mar 30, 2020 |
| Off Road S/H 2 LLC | Private Equity Fund | $10.4M | 13 | Mar 30, 2020 |
| Off Road Poth Oz Fund LLC | Private Equity Fund | $10.2M | 17 | Mar 30, 2020 |
| Or Gcap One LLC | Private Equity Fund | $8.2M | 25 | Mar 31, 2021 |
| Off Road Li1 LLCno longer reported | Private Equity Fund | $8.1M | 20 | Mar 30, 2020 |
| Orcm Tgf, LLCno longer reported | Private Equity Fund | $7.4M | 23 | Mar 30, 2020 |
| Juvilee Partners LLCno longer reported | Private Equity Fund | $2.0M | 12 | Mar 31, 2021 |
| Or Gcap Two LLC | Private Equity Fund | $1.8M | 6 | Mar 31, 2021 |
| Off Road Lucidity LLCno longer reported | Private Equity Fund | $1.1M | 16 | Mar 31, 2021 |
| Tuf-Tug Investors LLC | Private Equity Fund | $829,628 | 26 | Mar 30, 2020 |
| Off Road S/H 1 LLCno longer reported | Private Equity Fund | $69,819 | 8 | Mar 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- Scott David Hampson · Chief Compliance Officer/Chief Financial Officercontrolsince 12/2019 · owns less than 5%
- Jeremy Gideon King · Managing Membercontrolsince 06/2016 · owns 50% to 75%
- Marc Robert Kramer · Managing Membercontrolsince 06/2016 · owns 50% to 75%
Related persons
Schedule D 7.A
- Gk-Oz Capital, LLCpooled vehicle sponsorn
- Off Road Capital Partners LLCbankpooled vehicle sponsorn
- Off Road Helium LLCpooled vehicle sponsorn
- Off Road Helium Offshore LLCpooled vehicle sponsorn
- Or Huntsville Gp LLCpooled vehicle sponsorn
- Or Minerals Gp LLCpooled vehicle sponsorn
- Or Zion Gp LLCpooled vehicle sponsorn
- Orb Gcap LLCpooled vehicle sponsorn
- Orb Imhs LLCpooled vehicle sponsorn
- Orb Manager LLCpooled vehicle sponsorn
- Rk-Oz Capital, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 18 to 20Mar 26, 2025 to Mar 30, 2026
- Pooled vehicle clients · 18 to 20Mar 26, 2025 to Mar 30, 2026
- Private funds · 18 to 20Mar 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $518M to $436MMar 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $518M to $436MMar 26, 2025 to Mar 30, 2026
- RAUM · $518M to $436MMar 26, 2025 to Mar 30, 2026
- Accounts · 17 to 18Mar 27, 2024 to Mar 26, 2025
- Pooled vehicle clients · 17 to 18Mar 27, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 26, 2025
- Private funds · 17 to 18Mar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $623M to $518MMar 27, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $623M to $518MMar 27, 2024 to Mar 26, 2025
- RAUM · $623M to $518MMar 27, 2024 to Mar 26, 2025
- Accounts · 18 to 17May 12, 2023 to Mar 27, 2024
- Advisory employees · 3 to 4May 12, 2023 to Mar 27, 2024
- Pooled vehicle clients · 18 to 17May 12, 2023 to Mar 27, 2024
- Employees · 5 to 6May 12, 2023 to Mar 27, 2024
- Private funds · 18 to 17May 12, 2023 to Mar 27, 2024
- Discretionary RAUM · $556M to $623MMay 12, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $556M to $623MMay 12, 2023 to Mar 27, 2024
- RAUM · $556M to $623MMay 12, 2023 to Mar 27, 2024
- Accounts · 21 to 18Sep 21, 2022 to Mar 30, 2023
- Pooled vehicle clients · 21 to 18Sep 21, 2022 to Mar 30, 2023
- Private funds · 21 to 18Sep 21, 2022 to Mar 30, 2023
- Discretionary RAUM · $429M to $556MSep 21, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $429M to $556MSep 21, 2022 to Mar 30, 2023
- RAUM · $429M to $556MSep 21, 2022 to Mar 30, 2023
- Accounts · 17 to 21Sep 9, 2021 to Mar 31, 2022
- Pooled vehicle clients · 17 to 21Sep 9, 2021 to Mar 31, 2022
- Private funds · 17 to 21Sep 9, 2021 to Mar 31, 2022
- Discretionary RAUM · $284M to $429MSep 9, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $284M to $429MSep 9, 2021 to Mar 31, 2022
- RAUM · $284M to $429MSep 9, 2021 to Mar 31, 2022
- Private funds · 34 to 17Jun 30, 2021 to Sep 9, 2021
Signals
3 dated events
- Off Road Capital Management Llc reported RAUM $555.7M, up 30% from $428.9M (2022-09-21 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Off Road Capital Management Llc reported RAUM $428.9M, up 51% from $284.2M (2021-09-09 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Off Road Capital Management Llc filed its initial SEC registration (Form ADV)Jun 30, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- OFF Road Capital Management LLC · Independent Sponsorsshared crd · capital_provider
- OFF Road Capital Management LLC · Private Equityshared crd · organization
- OFF Road Capital Management LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- OFFROADCAPITALPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-870-6232reportedpublic record, Form ADV, Jul 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026