Firm profile

Newroad Capital Partners, LLC

BENTONVILLE, ARCRD 281487Registration Status: ApprovedEffective since September 22, 2015SEC # 801-106671Latest ADV August 28, 2026

Newroad Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bentonville, AR. Its latest Form ADV filing, dated August 28, 2026, reports $584M in regulatory assets under management, 16 employees, 1 office, and 5 accounts.

Assets Under Management

$584M

Employees

Offices

1 office

Total Clients

Associated firm names

4 names listed

KAYNE ANDERSON CAPITAL ADVISORS, LP
NEWROAD GROWTH ADVISORS, LLC - RELYING ADVISER
NEWROAD CAPITAL PARTNERS, LLC
NEWROAD CAPITAL ADVISORS GP, LLC - RELYING ADVISER

Leadership

2 roles identified

CCOAlyssa J. Heim

CFOArthur J. Emmanuel

Advisory services offered

1 types reported

Portfolio management for pooled investment vehicles

Fee models offered

2 types reported

Asset based fees

Performance-based fees

Offices & Contact

Primary office

BENTONVILLE, Arkansas, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Arkansas

BENTONVILLEPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone479-657-2100 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$584Mas of August 28, 2026

Discretionary80.4%

$470M

80% of total RAUM80.4%

Non-discretionary19.6%

$114M

20% of total RAUM19.6%

Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.

Top client categories% of clientsClients

Pooled Investment Vehicles

100.0%

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$584M

Total Accounts5

10Y AUM Change+$479M (+455.8%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16

Clients per Employee0:1

10Y Employee Change+8 (+100.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

JEREMY AND ANDREA WILSON FAMILY TRUSTDirect owner · Schedule AInterest in NEWROAD CAPITAL PARTNERS, LLC

25% to < 50%

THE CLETE T. BREWER REVOCABLE TRUST DATED 11/8/2002Direct owner · Schedule AInterest in NEWROAD CAPITAL PARTNERS, LLC

25% to < 50%

LADD VENTURES, LLCDirect owner · Schedule AInterest in NEWROAD CAPITAL PARTNERS, LLC

10% to < 25%

SRS NEWROAD, LLCDirect owner · Schedule AInterest in NEWROAD CAPITAL PARTNERS, LLC

10% to < 25%

GREGOIRE MICHEL WALTER LEHMANNDirect owner · Schedule AInterest in NEWROAD CAPITAL PARTNERS, LLC

5% to < 10%

CHRISTOPHER BACH LADDIndirect owner · Schedule BInterest in LADD VENTURES, LLC

75%+

STEFAN RUDOLF STERNSIndirect owner · Schedule BInterest in SRS NEWROAD, LLC

75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Newroad Capital Partners, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-08-28 · Schedules A and B

12 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	JEREMY AND ANDREA WILSON FAMILY TRUSTMANAGING PARTNER/MANAGER/MEMBERDomestic entity	NEWROAD CAPITAL PARTNERS, LLC	25% to less than 50%Code C	Yes	MANAGING PARTNER/MANAGER/MEMBER07/2015	Schedule APDF page 45
2	THE CLETE T. BREWER REVOCABLE TRUST DATED 11/8/2002MANAGING PARTNER/MANAGER/MEMBERDomestic entity	NEWROAD CAPITAL PARTNERS, LLC	25% to less than 50%Code C	Yes	MANAGING PARTNER/MANAGER/MEMBER07/2015	Schedule APDF page 45
3	LADD VENTURES, LLCPARTNER/MEMBERDomestic entity	NEWROAD CAPITAL PARTNERS, LLC	10% to less than 25%Code B	Yes	PARTNER/MEMBER02/2018	Schedule APDF page 45
4	ARTHUR JOSEPH EMMANUELCHIEF FINANCIAL OFFICERIndividual	NEWROAD CAPITAL PARTNERS, LLC	Less than 5%Code NA	Yes	CHIEF FINANCIAL OFFICER07/2022	Schedule APDF page 45
5	SRS NEWROAD, LLCPARTNER/MEMBERDomestic entity	NEWROAD CAPITAL PARTNERS, LLC	10% to less than 25%Code B	Yes	PARTNER/MEMBER01/2022	Schedule APDF page 45
6	GREGOIRE MICHEL WALTER LEHMANNPARTNER/MEMBERIndividual	NEWROAD CAPITAL PARTNERS, LLC	5% to less than 10%Code A	Yes	PARTNER/MEMBER07/2025	Schedule APDF page 45
7	ALYSSA JANELLE HEIMCHIEF COMPLIANCE OFFICERIndividual	NEWROAD CAPITAL PARTNERS, LLC	Less than 5%Code NA	No	CHIEF COMPLIANCE OFFICER08/2021	Schedule APDF page 45
8	JEREMY WELLS WILSONTRUSTEEIndividual	JEREMY AND ANDREA WILSON FAMILY TRUST	Percentage not specifiedCode F	Yes	TRUSTEE10/2017	Schedule BPDF page 46
9	CLETE TAYLOR BREWERTRUSTEEIndividual	THE CLETE T. BREWER REVOCABLE TRUST DATED 11/8/2002	Percentage not specifiedCode F	Yes	TRUSTEE11/2002	Schedule BPDF page 46
10	CHRISTOPHER BACH LADDMEMBERIndividual	LADD VENTURES, LLC	75% or moreCode E	Yes	MEMBER09/2018	Schedule BPDF page 46
11	ANDREA LYNN WILSONTRUSTEEIndividual	JEREMY AND ANDREA WILSON FAMILY TRUST	Percentage not specifiedCode F	Yes	TRUSTEE10/2017	Schedule BPDF page 46
12	STEFAN RUDOLF STERNSMEMBERIndividual	SRS NEWROAD, LLC	75% or moreCode E	Yes	MEMBER01/2022	Schedule BPDF page 46

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 8/28/2026 1:24:09 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.