Performance
Glen Road Fund – Annualized Performance
The Glen Road Fund invests in top line revenue streams of privately held small and mid-sized businesses. With an investment of $500,000 or greater, investors can participate directly in the Fund. The Fund targets a 10% return for investors–a target that Glen Road Capital has exceeded for over 5 years.
- 2022 -
A 12% average annual return was realized for the year, above its 10% target.
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- 2023 -
Another strong year with an average return of 11.5%.
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-2024-
Always consistently performing, Glen Road Fund #1 had an annual return of 11.3%.
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-2025-
Year to date, Glen Road Fund has seen an 11.8% average return.
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Glen Road Trust – Annualized Performance
The Glen Road Trust is an ideal option for those looking to invest under $500,000. The Trust allows investors to participate indirectly in the Fund through the purchase of Trust units.
- 2022 -
2022 showed consistent quarterly returns ending the year with a 9.2% average.
-2023-
Glen Road Trust distributed a 9.0% return for the year.
- 2024 -
Glen Road Trust saw an average annual return of 9.2%
- YTD 2025-
So far, this year, Glen Road Trust has a solid 9.1% average return to the end of Q3.
Scenario 2: Glen Road Trust – Return for a $25,000 Investment
Is This Investment Strategy Right For You?
If you think Glen Road’s revenue stream investing approach is right for you, contact your financial advisor or contact us directly.