Newroad Capital Partners, Llc
- Regulatory AUM
- $584M
- Discretionary
- $470M
- Clients
- 5
- Avg AUM / client
- $117M
- Accounts
- 5
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $584M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $470M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Newroad Fund Iv, L.P. | Private Equity Fund | Delaware | $234M | 164 |
| Newroad Fund Iii, L.P. | Private Equity Fund | Delaware | $190M | 117 |
| Newroad Ventures, Llc | Private Equity Fund | Arkansas | $33.8M | 84 |
| Newroad Fund Iii Coinvest Ii, L.P. | Private Equity Fund | Delaware | $7.7M | 16 |
| Newroad Fund Iii Coinvest, I L.P. | Private Equity Fund | Delaware | $3.4M | 14 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brewer, Clete, Taylor | Trustee | Nov 2002 (24y) | GP / trustee / elected manager of The Clete T. Brewer Revocable Trust Dated 11/8/2002 (indirect) | |
| Wilson, Andrea, Lynn | Trustee | Oct 2017 (9y) | GP / trustee / elected manager of Jeremy And Andrea Wilson Family Trust (indirect) | |
| Wilson, Jeremy, Wells | Trustee | Oct 2017 (9y) | GP / trustee / elected manager of Jeremy And Andrea Wilson Family Trust (indirect) | |
| Kato, Satoko | Clo, Cco | Mar 2018 (8y) | Less than 5% | |
| Ladd, Christopher, Bach | Member | Sep 2018 (8y) | ≈ 7.5% – 25% via Ladd Ventures, Llc | |
| Sterns, Stefan, Rudolf | Member | Jan 2022 (5y) | ≈ 7.5% – 25% via Srs Newroad, Llc | |
| Emmanuel, Arthur, Joseph | Chief Financial Officer | Jul 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jeremy And Andrea Wilson Family Trust | Managing Partner/Manager/Member | Jul 2015 | A | 25% – 50% |
| The Clete T. Brewer Revocable Trust Dated 11/8/2002 | Managing Partner/Manager/Member | Jul 2015 | A | 25% – 50% |
| Ladd Ventures, Llc | Partner/Member | Feb 2018 | A | 10% – 25% |
| Srs Newroad, Llc | Partner/Member | Jan 2022 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ladd, Christopher, Bach: 75% – 100% of Ladd Ventures, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Sterns, Stefan, Rudolf: 75% – 100% of Srs Newroad, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $470M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Newroad Fund Iv, L.P. | Private Equity Fund | $234M | $2.0M | 164 |
| Newroad Fund Iii, L.P. | Private Equity Fund | $190M | $250K | 117 |
| Newroad Ventures, Llc | Private Equity Fund | $33.8M | $50.0K | 84 |
| Newroad Fund Iii Coinvest Ii, L.P. | Private Equity Fund | $7.7M | $50.0K | 16 |
| Newroad Fund Iii Coinvest, I L.P. | Private Equity Fund | $3.4M | $50.0K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 2.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗