ALLARD PARTNERS LIMITED

RIASEC RegisteredEst. 2006
Total AUM
$416M
Discretionary
$416M
100% of AUM
Avg account
$83.2M
Accounts
5
Employees
9
Advisory reps
5

Firm details

Headquarters
CENTRAL,
CRD number
138933
Registered since
January 30, 2006
Custodians
LOMBARD ODIER, BANK OF SINGAPORE
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles82.93%
  • Corporations / Businesses17.07%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Allard Partners Limited is a hedge fund manager that runs pooled investment vehicles for institutional clients. The firm operates in the capacity of a commodity pool operator/commodity trading advisor and focuses investment activity through managed pooled vehicles rather than separate-account mandates. Its compensation structure combines a percentage-of-assets management fee with performance-based fees, reflecting the classic hedge-fund economics where upside capture is a material part of revenue. Investment preferences center on alternative strategies: the firm runs and allocates to hedge funds and takes positions in real estate and commodities. Mutual funds are used as complementary instruments where appropriate. Allard Partners Limited does not position itself as an active ESG investor and primarily services institutional investors via discretionary mandates tied to pooled products.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 38%, Exchange Traded Equities 24%, Investment Grade Corp Bonds 24%, Non-Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 7%38%
  • Private Funds38%
  • Exchange Traded Equities24%
  • Investment Grade Corp Bonds24%
  • Non-Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • SU CHEN

    Director & COOCRD 6911585

Contacts

3 of 4
  • WAYNE PETERS

    DirectorCRD 5083374

  • Laurence Eisentrager

    DirectorCRD 6931899

  • GERALD CLOUGH

    DirectorCRD 5775892

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CENTRAL, null

Location

CENTRAL, null

Headquartered in CENTRAL, null.

Address
Unit 901 9f Ruttonjee House Ruttonjee Ctr
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth