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DEER PARK ROAD MANAGEMENT COMPANY, LP
CRD 140370File 801-74577
APPROVED
Custody
Disclosure events
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.52B
Top 25% of cohort (national)
Discretionary AUM
$3.52B
Clients
13
13 accounts
Employees
28
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 26, 2012
- Principal office
- 1195 BANGTAIL WAY, STEAMBOAT SPRINGS, CO, 80487
- Phone
- 970-457-4340
- Website
- HTTPS://www.DEERPARKRD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.52B
- Discretionary AUM
- $3.52B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $270.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $98.4M |
| Pooled investment vehicles | 12 | $3.42B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C3
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 30 | 28 | decreased by2 |
| Apr 1, 2026 | AUM | $3,686,280,050 | $3,515,813,209 | decreased by$170,466,841 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 13 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,335,634,009 | $3,686,280,050 | decreased by$1,649,353,959 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 13 | increased by8 |
| Apr 1, 2022 | Employees | 24 | 30 | increased by6 |
| Apr 1, 2022 | AUM | $4,639,897,735 | $5,335,634,009 | increased by$695,736,274 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DEER PARK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DEER PARK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.