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ROAD CAPITAL MANAGEMENT LP

· CRD 317609 · IAPD ↗ · 781-264-6268

$265.7MRegulatory AUM
3Advisory reps
3Employees
2Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — ROAD CAPITAL MANAGEMENT LP reported RAUM up 36% ($197.0M -> $267.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
54
April 2024 — ROAD CAPITAL MANAGEMENT LP reported RAUM up 73% ($114.0M -> $197.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.