Asset ManagerRIA · CRD 317609SEC-RegisteredPrivate Fund Adviser

Updated:

Road Capital Management

Road Capital Management is an SEC-registered investment adviser since 2021. The firm manages approximately $266 million in regulatory assets.

Road Capital Management

Road Capital Management is an SEC-registered investment adviser since 2021. The firm manages approximately $266 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Burlingame

Corporate office

Burlingame, CA, United States

Additional offices

Santa Monica, CA · Montreal, Canada · San Francisco, CA · Hobe Sound, FL · Melbourne, FL

Frequently asked questions

Is Road Capital Management registered with the SEC?

Yes, the firm is on record as an SEC-registered investment adviser. Regulatory filings such as Form ADV would contain the number of accounts, AUM breakdown, fee schedule, and named control persons, but those disclosures are not publicly summarized in any press or database that sources this profile. Allocators should request the firm's ADV Part 2A directly.

Why are there no named principals for this firm?

No named principals have been surfaced through public sources or professional platforms. This could indicate that the firm operates as a vehicle for a single anonymous family, maintains extreme privacy protocols, or has not updated public directories. Direct inquiry with the firm or a data-room review would be the only path to identify the investment committee.

What is the firm's investment strategy?

No strategy has been publicly articulated. The name 'Road Capital' does not inherently signal an asset-class focus. Peer allocators facing an opaque firm typically request a tear sheet, a track record summary, or a minimum of three years of audited performance before engaging further.

Does the firm accept outside institutional capital?

It is unknown whether Road Capital Management accepts external institutional capital, operates as a single-family office, or manages proprietary partner money. An institutional allocator would need to clarify whether the firm functions as an open fund, a closed family vehicle, or an outsourced CIO platform.

How many professionals work at Road Capital Management?

No team-size figure is available. The six-office footprint could imply anywhere from a solo practitioner with mail-forwarding addresses to a 30-person multi-strategy team. The Form ADV would list the number of employees performing investment advisory functions.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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