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Blue Road Management, L.p.
SEC-regulated
Registered investment advisor
Blue Road Management, L.P. is a SEC-registered investment adviser specializing in providing investment advisory services to private fund clients. The firm was established in December 2013 and is controlled by the Blue Road Partners. Blue Road focuses on generating capital appreciation through private equity investments in agriculture, food supply chain, and related industries. The firm serves as the investment manager for various private investment funds, including Blue Road Capital Funds and Co-Investment Funds, managing approximately $2.05 billion in regulatory assets under management as of December 31, 2024. Blue Road charges management fees of up to 1.75% per annum based on the aggregate capital commitments of the Funds. The firm may also receive other compensation, such as carried interest, from the Funds' profits. Blue Road exercises investment discretion for the Funds, making decisions on acquisitions, dispositions, and portfolio management activities. The firm has custody of the Funds' assets and follows Proxy Voting Policies and Procedures for voting client securities. Blue Road does not engage in principal transactions and has no legal or disciplinary events to report. The firm's Code of Ethics addresses conflicts of interest, personal trading, gifts and entertainment, and outside business activities. Blue Road does not participate in wrap fee programs and does not receive soft dollar benefits. The firm reviews portfolio investments quarterly and provides audited financial reports to investors. Blue Road has adopted Proxy Voting Policies and Procedures for voting client securities and has not been the subject of any bankruptcy petition.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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