Allard Partners Management Limited is a large advisory firm based in Grand Cayman. It manages $347.35 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017.
Allard Partners Management Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Allard Partners Management Limited is $347.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and $347.35 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Allard Partners Management Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Wayne Victor Allard Peters is pooled investment vehicles with 1 clients and $347.35 million of assets under management. Among the 9 most similar advisory firms, Allard Partners Management Limited has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $347.35 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Allard Partners Management Limited also advises several private funds.
Wayne Victor Allard Peters has been acting as President since 1 Apr 1996. Su Juan Chen joined the executive team most recently as the Chief Compliance Officer & Head Of Compliance And Projects.
The principal office where Allard Partners Management Limited performs its advisory services is located at 4 Th Floor, Century Yard, Cricket Square, Grand Cayman, Ky1 1209, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 1345 640 2279 or by fax 1345 943 2294. The normal business hours are 9:am-5:30pm on Monday - Friday. You can find more information about the New York firm at allardpartners.com/.