SourcingSourcing

TWO ROADS PARTNERS MANAGEMENT, LP

C39
CRD 326470·SEC 801-128742·NEW YORK, NY
AUM
$578.9M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TWO ROADS PARTNERS MANAGEMENT, LP
CRD
326470
SEC file #
801-128742
EIN
—
DBA names
—

Economics

AUM
$578.9M
AUM band
$500M-$1B
AUM trajectory
'25'26
$487.6M → $578.9M▲ +19%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
13
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'25'26
13 advisors → 13 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
tworoads.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ZAROTSKY, FELIKS, (NMN)
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ZAROTSKY, FELIKS, (NMN)
Freeman, Jillian, Marie
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TWOROADS.COM
Rdap Domain Creation Date
1999-01-23T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
E*trade4
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-10-18T13:44:58Z
Rdap Domain Last Changed
2022-10-06T23:44:34Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.comNs3.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5357745
Trust Company Affiliate
No

People (2)

2
ZAROTSKY, FELIKS, (NMN)
Direct Owner · 87.5%
5357745
Freeman, Jillian, Marie
Executive Officer · 2.5%
7710043