NEWROAD CAPITAL PARTNERS, LLC other names

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Adviser Profile

As of Date:

04/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

16 -11.11%

of those in investment advisory functions:

14 -12.50%

Registration:

SEC, Approved, 9/22/2015

AUM:

608,782,217 -8.08%

of that, discretionary:

469,507,314 -8.96%

Private Fund GAV:

469,507,314 -8.96%

Avg Account Size:

76,097,777 -8.08%

SMA’s:

NO

Private Funds:

5

Contact Info

479 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
516M 442M 368M 295M 221M 147M 74M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Financial firm's co-founder gets UA board seat
04/01/2021

Jeremy Wilson, a managing partner and co-founder of Northwest Arkansas-based venture capital firm NewRoad Capital Partners ... Dickey, a real estate fund manager, was appointed a trustee by Hutchinson last year and at the time announced as being "of ...

nwaonline.com

PICKUP raises $15M for white-glove retail delivery
03/30/2021

What is really attractive is the technology platform that enables the retailer to do a full assortment of products.”

freightwaves.com

John M. Krambeer
03/27/2021

Krambeer is a member of the Advisory Board of Rosemawr Management, FrontRange Capital Partners, New Road Capital Advisors and Saybrook Fund Advisors. He was also an inaugural member of the Schwab Institutional Advisory Council for Advisors Turning ...

latimes.com

Emerge, Named One of America’s Best Startup Employers, Actively Recruiting to Double Headcount Throughout 2021
03/18/2021

Launched in 2017, Emerge is backed by Greycroft, New Road Capital, 9Yards Capital and the founder of GlobalTranz.

Morningstar

Emerge, Named One of America’s Best Startup Employers, Actively Recruiting to Double Headcount Throughout 2021
03/18/2021

most beneficial decisions when procuring domestic freight. Launched in 2017, Emerge is backed by Greycroft, New Road Capital, 9Yards Capital and the founder of GlobalTranz.

Yahoo Finance

Emerge, Named One of America’s Best Startup Employers, Actively Recruiting to Double Headcount Throughout 2021
03/18/2021

most beneficial decisions when procuring domestic freight. Launched in 2017, Emerge is backed by Greycroft, New Road Capital, 9Yards Capital and the founder of GlobalTranz.

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 5 $469,507,314

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Private Funds



Employees




Brochure Summary

Overview

Founded in 2015, NewRoad Capital Partners, LLC (“NRCP” or the “Firm”) is a private equity investment adviser located in Rogers, Arkansas. NRCP’s principal owners are Clete Brewer and Jeremy Wilson. NRCP provides investment management and advisory services to NewRoad Ventures, LLC (“Fund I”), NewRoad Fund III, L.P. (“Fund III”), NewRoad Fund IV, L.P. (“Fund IV”), NewRoad Fund III Coinvest I, L.P. (“Coinvest I”) and NewRoad Fund III Coinvest II, L.P. (“Coinvest II”), all of which are private pooled investment vehicles. In addition, NRCP co-manages Kayne NewRoad Ventures Fund II, L.P., a growth-focused private equity investment fund (“Fund II”), alongside Kayne Anderson Capital Advisors, L.P. (“KACALP”), an SEC-registered investment adviser. Further, NRCP’s affiliate, NewRoad Capital Advisors GP, LLC, is a co-general partner of Recurring Capital Fund I, L.P. and Recurring Capital Fund I (QP), L.P. (collectively, “RC Fund”), a parallel venture debt fund, alongside Recurring Capital GP, L.P., a co-general partner and an affiliate of Recurring Capital Management Company, LLC (“Recurring Capital”), an SEC-registered investment adviser. Fund I, Fund II, Fund III, Fund IV, RC Fund, Coinvest I and Coinvest II are each referred to as a “Fund” and collectively referred to as the “Funds.” Both KACALP and Recurring Capital are more fully described in Item 10 of this Brochure. The securities of the Funds are offered to qualified investors on a private placement basis pursuant to terms and conditions set forth in each of the Funds’ Private Placement Memoranda (herein defined individually as the “Memorandum” or collectively, the “Memoranda”) and limited partnership agreements, as applicable. The Funds themselves would be investment companies
as defined in Section 3 of the Investment Company Act of 1940, as amended (the “Investment Company Act”), but for Section 3(c)(1) and Section 3(c)(7) of the Investment Company Act. Generally, Fund I, Fund II, Fund III and Fund IV seek to make minority investments in privately held companies that are anticipated to be in the form of various types of securities, including, common equity, preferred equity, warrants, debt, or any combination thereof. RC Fund generally seeks to make debt and equity investments in companies with recurring revenue business models. Please see the Memoranda, limited partnership agreements, and Item 8 of this Brochure for more information on the Funds’ investment strategies and NRCP’s advisory business. NRCP does not tailor the investment decisions of the Funds to individual investors, and investors generally will not be able to impose restrictions on the Funds’ investments. In accordance with common industry practice, a Fund or its general partner may from time to time enter into a “side letter” or similar agreement with an investor pursuant to which the Fund or its general partner grants the investor specific rights, benefits or privileges that are not generally made available to all Fund investors. The Funds have entered into side letters or other similar agreements with certain prospective or existing investors. Such side letters have the effect of establishing rights under or altering or supplementing the terms of a Fund’s governing documents. See “Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss” below for additional details. As of December 31, 2023, NRCP managed approximately $469,507,314 in regulatory assets on a discretionary basis, and $139,274,903 in regulatory assets on a non-discretionary basis.