BLUE ROAD MANAGEMENT, L.P.

RIASEC RegisteredEst. 2014
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$204M
Accounts
10
Employees
9
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
169845
Registered since
January 2, 2014
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Road Management, L.P. is a limited partnership focused on managing private equity vehicles for institutional clients. The firm serves as sponsor and general partner for pooled investment vehicles and provides portfolio management for those funds. Its primary activity is private equity investing, and it actively incorporates ESG considerations into its investment process. Investment activity centers on acquiring and managing private companies through fund structures rather than running separate advisory mandates for retail investors. The firm uses the pooled-vehicle model to concentrate capital, take controlling or significant minority positions, and drive operational or strategic initiatives at portfolio companies. Blue Road’s fee model is a mix of percentage-of-AUM charges and other sponsor-related fee arrangements consistent with private fund economics.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • JOHN DURYEA

    PartnerCRD 2088432

  • LUIS PAZGALINDO

    PartnerCRD 3263914

  • DAVID BLUE

    PartnerCRD 2206139

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
570 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth