ARDMORE ROAD ASSET MANAGEMENT LP

RIASEC RegisteredEst. 2020
Total AUM
$2.8B
Discretionary
$2.8B
100% of AUM
Avg account
$202M
Accounts
14
Employees
17
Advisory reps
2

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
311471
Registered since
November 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ardmore Road Asset Management LP is a hedge-fund–structured limited partnership that registers with the SEC and positions itself as an institutional manager focused on pooled investment vehicles. The firm acts in CPO/CTA roles and provides portfolio management for its own pooled funds; it also serves as sponsor, general partner, or managing member for those vehicles. Ownership is held at the individual level. Compensation comes from AUM-based fees plus performance fees. The adviser is not organized as a multi-state adviser, does not identify as an active ESG investor, and is not classified as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • KENNETH PALUMBO

    President and Chief Operating OfficerCRD 5008442

Contacts

1 of 1
  • CHRISTOPHER CONNOR

    Founder and Managing PartnerCRD 4443769

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$19.2M in ETFs

Passive

100%

$19.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)BlackRockPassiveDigital Assets$19.2M500,000100.00%

Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
21 Bridge Sq
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth