Off Road Capital Management LLC
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Overview
Off Road Capital Management LLC is a financial advisor company located in New York, New York. It controls $555.7 million in total assets over 18 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). Off Road Capital Management LLC has a small team, including 3 financial advisors. Off Road Capital Management LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as options, equities and bonds.
Off Road Capital Management LLC administers all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction decisions for the client's account without needing the client's approval. The firm manages roughly $30.9 million in assets for each client account. The average advisor at Off Road Capital Management LLC manages around six client accounts, placing it among the more personalized firms in the country.
Off Road Capital Management LLC's headquarters is located at 410 Park Avenue, New York, New York 10022. The firm is legally allowed to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Off Road Capital Management LLC by the Numbers
$555.7 million
5
18
$30.9 million
Fee Structure
Fees for financial advice usually are based on which services the firm provides the client. However, fee types billed by the company can consist of some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Off Road Capital Management LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its 18 customers, Off Road Capital Management LLC's largest client group by number of accounts is pooled investment vehicles. Around 11% of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Off Road Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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