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.

Private fund

Newroad Fund IV, L.P.

Private Equity Fundadvised byNewroad Capital Partners, LLCasset manager805-9894669744IAPD
Gross asset value
$234M
as of Apr 29, 2024; not a fund size
Peak GAV
$234M
highest filing
Owners
164
beneficial owners reported
Minimum investment
$2.0M
as reported
Adviser and related own
3%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
5%
Reported
5 filings
Mar 30, 2022 to Apr 29, 2024
Reporting history
one row per Form ADV filing
Gross asset value$234M as of Apr 29, 2024
Mar 30, 2022$121M then
Owners164 as of Apr 29, 2024
Mar 30, 202262 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-431301reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • First Security Bank
    Searcy, Arkansas · LEI 254900561K135J92VD38
  • Jpmorgan Chase Bank N.A.
    Tulsa, Oklahoma · LEI 7H6GLXDRUGQFU57RNE97
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
3.0%reportedadviser and related persons