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 limited partnership registered with the SEC in 2020 that operates as a hedge fund manager focused on pooled investment vehicles. The firm serves institutional clients and functions as a sponsor/GP/managing member of its funds. Its reported business activities include acting as a CPO or CTA and providing portfolio management for pooled vehicles. Compensation is a mix of a percentage of assets under management and performance-based fees. The firm does not characterize itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • Kenneth Palumbo

    Kenneth Palumbo

    President and Chief Operating OfficerCRD 5008442

Contacts

1 of 1
  • Christopher Connor

    Christopher Connor

    Founder and Managing PartnerCRD 4443769

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$20M in ETFs

Passive

100%

$20M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)BlackRockPassiveDigital Assets$20M600,000100.00%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth