ALLARD PARTNERS LIMITED
Firm details
- Headquarters
- CENTRAL,
- CRD number
- 138933
- Registered since
- January 30, 2006
- Website
- www.allardpartners.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds38%
- Exchange Traded Equities24%
- Investment Grade Corp Bonds24%
- Non-Investment Grade Corp Bonds7%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1SU CHEN
Director & COOCRD 6911585
Contacts
3 of 4WAYNE PETERS
DirectorCRD 5083374
Laurence Eisentrager
DirectorCRD 6931899
GERALD CLOUGH
DirectorCRD 5775892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CENTRAL, null
Location
CENTRAL, null
Headquartered in CENTRAL, null.
- Address
- Unit 901 9f Ruttonjee House Ruttonjee Ctr
- Office locations
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