Data / Investment advisers / Arkansas / Newroad Capital Partners, LLC
Newroad Capital Partners, LLC, Bentonville, AR: $584 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Newroad Capital Partners, LLC is an SEC registered investment adviser with its main office in Bentonville, Arkansas and reports $584 million in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 5 private funds.
The request: Watch Newroad Capital Partners, LLC (CRD number 281487): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 281487
- SEC file number
- 801-106671
- SEC status
- Approved, effective September 22, 2015
- Main office
- 215 NW a St Suite 510, Bentonville, AR 72712
- Phone
- (479) 657-2100
- Regulatory AUM
- $584,412,451 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $470,008,165
- Non discretionary AUM
- $114,404,286
- Accounts
- 5
- Employees
- 16, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 5: 5 private equity funds
- Gross assets of private funds
- $470,008,165
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $584.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $584.4 million | March 26, 2026 |
| December 1, 2025 | $642.7 million | March 28, 2025 |
Other advisers in Arkansas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Arkansas Financial Group, Inc. | Little Rock | $971.1 million | Not listed | adviserinfo.sec.gov |
| Hexagon Capital Partners, LLC | Rogers | $965 million | Not listed | adviserinfo.sec.gov |
| TMB Capital Partners, LLC | Little Rock | $867.8 million | Not listed | adviserinfo.sec.gov |
| Meridian Investment Advisors | Little Rock | $861.6 million | Not listed | adviserinfo.sec.gov |
| Whiterock Wealth Design, LLC | Fayetteville | $632.9 million | Not listed | adviserinfo.sec.gov |
| Gilliland Jeter Wealth Management, LLC | Little Rock | $569.1 million | Not listed | adviserinfo.sec.gov |
| Mach-1 Financial Group, LLC | Rogers | $546.3 million | Not listed | adviserinfo.sec.gov |
| Ifrah Financial Services, Inc. | Little Rock | $489.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arkansas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Newroad Capital Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.