ALTON ROAD CAPITAL, LP

RIASEC RegisteredEst. 2024
Total AUM
$26.6M
Discretionary
$26.6M
100% of AUM
Avg account
$26.6M
Accounts
1
Employees
2
Advisory reps
4

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

3 of 4
  • MADELINE PURDY

    Limited PartnerCRD 7960548

  • HENRY PURDY

    FounderCRD 7263599

  • THOMAS PURDY

    FounderCRD 1313083

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth