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 small, fee-based wealth advisor that combines portfolio management for individuals and small businesses with selection of third-party advisers. The firm acts as a registered representative of a broker-dealer while operating as an independent limited liability company and positions itself as a capital allocator for both individual/family and institutional clients. Its fee arrangements include a percentage of assets under management and hourly charges, suggesting it works with both ongoing advisory relationships and project-based consulting. Investment activity is equity‑heavy, with a stated preference for exchange‑traded equities. The firm also uses outside managers and allocates to alternative strategies — including hedge funds, real estate, commodities, REITs and oil & gas — to complement its core public-markets exposure. Given the mix of services (portfolio management and manager selection), Poydras Capital Partners appears to blend direct equity/ETF portfolios held at a custodian with selectively allocated third‑party alternative managers where appropriate for clients’ risk, income, or diversification needs.

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

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth