Poydras Capital Partners

RIASEC Registered
Total AUM
$26.7M
Discretionary
$26.7M
100% of AUM
Avg account
$342K
Accounts
78
Employees
1
Advisory reps
2

Firm details

Headquarters
Metairie, Louisiana
CRD number
284745
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI76.72%
  • Individuals20.19%
  • Charitable Organizations1.94%
  • Corporations / Businesses1.15%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Poydras Capital Partners is a privately owned limited liability company that operates as an independent registered investment adviser and functions as a capital allocator. The firm serves both individual/family clients and institutional investors. Its advisory offering centers on portfolio management for individuals and small businesses and the selection of other advisers; it also maintains activity as a registered representative of a broker-dealer. Fee arrangements include a percentage of assets under management and hourly billing. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

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

Asset composition

Asset composition: Exchange Traded Equities 90%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%90%
  • Exchange Traded Equities90%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • Chadwick Landry

    Chadwick Landry

    Portfolio ManagerCRD 4538014

  • Jeannette Landry

    SecretaryCRD 7339678

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Metairie, LA

Jefferson

Location

Metairie, LA

Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
Jefferson
Address
433 Metairie Rd
Time zone
CT (UTC-6)
Office locations

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