Investment adviser · CRD 169845

BLUE ROAD MANAGEMENT, L.P.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$2.04B
Form ADV · Item 5.F
Client accounts
10
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles10$2,043,601,649100.0%
Filing source

Form ADV 2068517 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

10 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BLUE ROAD CAPITAL PV, L.P.Private Equity Fund · Last reported Mar 31, 2026$501MGross asset value

Form D fundraising filings

Blue Road Capital PV, L.P.

Fund administrator IQ EQ US FUND SERVICES LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SHORT HILLS, New Jersey, United States
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-1996844790
Reported beneficial owners
4
Minimum commitment
$1M
Form D file number
021-266385

Form ADV 2068517 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE ROAD CAPITAL, L.P.Private Equity Fund · Last reported Mar 31, 2026$451MGross asset value

Form D fundraising filings

Blue Road Capital, L.P.

Fund administrator IQ EQ US FUND SERVICES LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SHORT HILLS, New Jersey, United States
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-4581471047
Reported beneficial owners
19
Minimum commitment
$1M
Form D file number
021-220426

Form ADV 2068517 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE ROAD CAPITAL PV II, L.P.Private Equity Fund · Last reported Mar 31, 2026$277MGross asset value

Form D fundraising filings

BLUE ROAD CAPITAL PV II, L.P.

Fund administrator IQ EQ US FUND SERVICES LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SHORT HILLS, New Jersey, United States
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-4210083973
Reported beneficial owners
7
Minimum commitment
$1M
Form D file number
021-401668

Form ADV 2068517 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE ROAD CAPITAL II, L.P.Private Equity Fund · Last reported Mar 31, 2026$162MGross asset value

Form D fundraising filings

BLUE ROAD CAPITAL II, L.P.

Fund administrator IQ EQ US FUND SERVICES LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SHORT HILLS, New Jersey, United States
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-9712560478
Reported beneficial owners
22
Minimum commitment
$1M
Form D file number
021-401667

Form ADV 2068517 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRC VANGUARD PARALLEL CO-INVEST, LPPrivate Equity Fund · Last reported Mar 31, 2026$134MGross asset value

Form D fundraising filings

BRC Vanguard Parallel Co-Invest, LP

Fund administrator IQ EQ US FUND SERVICES LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SHORT HILLS, New Jersey, United States
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-4675825225
Reported beneficial owners
3
Minimum commitment
$1M
Form D file number
021-278764

Form ADV 2068517 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BR SHF CO-INVEST, L.P.Private Equity Fund · Last reported Mar 31, 2026$132MGross asset value

Form D fundraising filings

BR SHF Co-Invest, L.P.

Fund administrator JGM FUND ADMINISTRATION, LLC, DBA IQ EQ FUND ADMINISTRATION GARDEN CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SHORT HILLS, New Jersey, United States
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-5090823691
Reported beneficial owners
1
Minimum commitment
$1M
Form D file number
021-443509

Form ADV 2068517 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRC VANGUARD CO-INVEST, LPPrivate Equity Fund · Last reported Mar 31, 2026$86.2MGross asset value

Form D fundraising filings

BRC Vanguard Co-Invest, LP

Fund administrator IQ EQ US FUND SERVICES LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SHORT HILLS, New Jersey, United States
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-9263816117
Reported beneficial owners
2
Minimum commitment
$900K
Form D file number
021-278763

Form ADV 2068517 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

570 LEXINGTON AVENUE, 32ND FLOOR
NEW YORK, NY, 10022, United States

CRD 169845

Filing source

Form ADV 2068517 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.