UDY Road Holdings

Overview

UDY Road Holdings is a newly formed institutional registered investment adviser organized as a limited partnership. The firm is set up to provide portfolio management for pooled investment vehicles and will act in sponsor and general partner capacities for those vehicles. Its ownership is a combination of a domestic entity and an individual, and it is not positioned as a capital allocator to external managers. Its operating model includes a fee mix of a percentage of assets under management plus performance-based fees, which aligns with the economics commonly used by managers of closed-end or private pooled funds. UDY Road Holdings does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or affiliated adviser relationships.

Assets & Accounts

Investments & Alternatives