ALTON ROAD CAPITAL, LP
Firm details
- Headquarters
- VERO BEACH, Florida
- CRD number
- 332521
- Registered since
- October 17, 2024
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Alton Road Capital, LP is a small, privately held limited partnership that registered with the SEC in 2024. The firm serves individual and family clients and positions itself as an active portfolio manager for high‑net‑worth individuals and small businesses. Its stated business activities include operating as a CPO/CTA, which signals the firm may run pooled commodity or futures strategies or otherwise trade derivatives systematically alongside its equity work. Investment activity is concentrated and active: the firm charges both fixed and performance‑based fees, and filings show a pronounced preference for exchange‑traded equities as the primary portfolio sleeve. Alton Road Capital does not present itself as an ESG investor and is not structured as a multi‑state adviser or a capital allocator; instead, it appears to run bespoke, discretionary mandates with an emphasis on liquid public markets and selective alternative exposure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
3 of 4MADELINE PURDY
Limited PartnerCRD 7960548
HENRY PURDY
FounderCRD 7263599
THOMAS PURDY
FounderCRD 1313083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VERO BEACH, FL
INDIAN RIVER
Location
VERO BEACH, FL
Headquartered in VERO BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- INDIAN RIVER
- Address
- 4445 A1A
- Time zone
- ET (UTC-5)
- Office locations
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