OFF ROAD CAPITAL MANAGEMENT LLC
Adviser information for OFF ROAD CAPITAL MANAGEMENT LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 17 | $622.9M |
| Non-Discretionary | 0 | $0 |
| Total | 17 | $622.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 17 | $622.9M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 11 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
410 PARK AVENUESUITE 510
NEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 212-870-6232, Fax: None
Websites
Chief Compliance Officer
DAVID HAMPSON
CHIEF FINANCIAL OFFICER
410 PARK AVENUE
SUITE 510
NEW YORK
NY
United States
Tel:
516-319-0615
D*******@************M
(Full email address available in API data)
Regulatory Contact
GIDEON KING
MANAGING MEMBER
410 PARK AVENUE
SUITE 510
NEW YORK
NY
United States
Tel:
347-260-3824
G****@************M
(Full email address available in API data)
Industry Affiliates
| GK-OZ CAPITAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| OFF ROAD CAPITAL PARTNERS LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| OFF ROAD HELIUM LLC | Sponsor, GP, manager of pooled investment vehicles |
| OFF ROAD HELIUM OFFSHORE LLC | Sponsor, GP, manager of pooled investment vehicles |
| OR HUNTSVILLE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| OR MINERALS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| OR ZION GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| ORB GCAP LLC | Sponsor, GP, manager of pooled investment vehicles |
| ORB IMHS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ORB MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| RK-OZ CAPITAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| OFF ROAD CAPITAL PARTNERS LP | Private Equity Fund | $69.0M | $1.0M | 40 |
| OFF ROAD POTH OZ FUND LLC | Private Equity Fund | $10.2M | $0.1M | 17 |
| OFF ROAD S/H 2 LLC | Private Equity Fund | $10.4M | $0.1M | 13 |
| OR GCAP ONE LLC | Private Equity Fund | $8.2M | $0.0M | 25 |
| OR GCAP TWO LLC | Private Equity Fund | $1.8M | $0.1M | 6 |
| OR HUNTSVILLE LLC | Private Equity Fund | $16.9M | $0.3M | 21 |
| OR IMHS ONE LLC | Private Equity Fund | $56.3M | $0.2M | 24 |
| OR IMHS THREE LLC | Private Equity Fund | $18.4M | $1.4M | 4 |
| OR IMHS TWO LLC | Private Equity Fund | $15.7M | $0.1M | 16 |
| OR MINERALS LLC | Private Equity Fund | $16.2M | $0.0M | 32 |
| OR ZION LLC | Private Equity Fund | $21.6M | $0.1M | 34 |
| ORCM HELIUM II LP | Private Equity Fund | $22.6M | $0.0M | 39 |
| ORCM HELIUM LP | Private Equity Fund | $101.9M | $0.1M | 45 |
| ORCM HELIUM OFFSHORE II LP | Private Equity Fund | $31.2M | $1.5M | 5 |
| ORCM HELIUM OFFSHORE LP | Private Equity Fund | $82.1M | $0.3M | 9 |
| ORCM HP LLC | Private Equity Fund | $11.4M | $0.0M | 28 |
| PACIFIC AMUSEMENTS HOLDINGS LLC | Private Equity Fund | $128.9M | $0.0M | 21 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KING, GIDEON, JEREMY | Individual | – | MANAGING MEMBER | 06/2016 | 50-75% |
| KRAMER, ROBERT, MARC | Individual | – | MANAGING MEMBER | 06/2016 | 50-75% |
| HAMPSON, DAVID, SCOTT | Individual | – | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | 12/2019 | < 5% |