Investment adviser · CRD 285344
OFF ROAD CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jul 24, 2026
- Regulatory AUM
- $436M Form ADV · Item 5.F
- Client accounts
- 20 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 20 | $435,755,223 | 100.0% |
Filing source
Form ADV 2120768 · Jul 24, 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
26 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ORCM HELIUM LPPrivate Equity Fund · Last reported Jul 24, 2026$69.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US, LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-1443286880
- Reported beneficial owners
- 45
- Minimum commitment
- $50K
Form ADV 2120768 · Jul 24, 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.
ORCM HELIUM OFFSHORE LPPrivate Equity Fund · Last reported Jul 24, 2026$56.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US, LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-1128290347
- Reported beneficial owners
- 9
- Minimum commitment
- $250K
Form ADV 2120768 · Jul 24, 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.
OFF ROAD CAPITAL PARTNERS LPPrivate Equity Fund · Last reported Jul 24, 2026$36.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM US, LLP
PCAOB 49
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793 · SEC 801-10746
Fund details & source
- Fund ID
- 805-5825872365
- Reported beneficial owners
- 40
- Minimum commitment
- $1M
- Form D file number
- 021-1686783
Form ADV 2120768 · Jul 24, 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.
OR MINERALS LLCPrivate Equity Fund · Last reported Jul 24, 2026$36.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
Fund details & source
- Fund ID
- 805-4257465066
- Reported beneficial owners
- 32
- Minimum commitment
- $25K
Form ADV 2120768 · Jul 24, 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.
OR ZION LLCPrivate Equity Fund · Last reported Jul 24, 2026$32.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
Fund details & source
- Fund ID
- 805-1160842861
- Reported beneficial owners
- 34
- Minimum commitment
- $100K
Form ADV 2120768 · Jul 24, 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.
OR IMHS ONE LLCPrivate Equity Fund · Last reported Jul 24, 2026$28.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADIC & COMPANY LLP
PCAOB 474
Fund details & source
- Fund ID
- 805-9666678006
- Reported beneficial owners
- 24
- Minimum commitment
- $188K
Form ADV 2120768 · Jul 24, 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.
ORCM HELIUM OFFSHORE II LPPrivate Equity Fund · Last reported Jul 24, 2026$21.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US, LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-6899739696
- Reported beneficial owners
- 5
- Minimum commitment
- $1.5M
Form ADV 2120768 · Jul 24, 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: Jul 24, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
410 PARK AVENUE, SUITE 510NEW YORK, NY, 10022, United States
CRD 285344
Filing source
Form ADV 2120768 · Jul 24, 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.