ALLARD PARTNERS LIMITED
Latest filing: Mar 26, 2025 (102 days ago)
AUM
$331,610,867
-2% change vs. 1 year ago
2% change vs. 3 years ago
-30% change vs. 5 years ago
-63% change vs. 10 years ago
Employee Count
8
0% change vs. 1 year ago
-11% change vs. 3 years ago
-20% change vs. 5 years ago
-50% change vs. 10 years ago
Main Office
CENTRAL,
UNIT 901, 9/F RUTTONJEE HOUSE, RUTTONJEE CENTRE, CENTRAL, , HONG KONG
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.3 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 62% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 16% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 8% | $0.0 |
| Cash | 14% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ALLARD PARTNERS AUSTRALIA PTY LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| CLOUGH, GERALD | DIRECTOR |
| PETERS, WAYNE, VICTOR ALLARD | DIRECTOR, SHAREHOLDER |
| KANTOR, HOWARD, (NMN) | SHAREHOLDER |
| SYMON, HAYLEY, (NMN) | SHAREHOLDER |
| CHEN, SU, JUAN | DIRECTOR / COO & CHIEF COMPLIANCE OFFICER |
| EISENTRAGER, LAURENCE, PATRICK | DIRECTOR |
| BROWN, PAUL, ANTHONY | DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 8 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 8 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | -2% | 8 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.0 | 2% | 8 | 0 | 0% |
| 2022-04-01 | $0.3 | $0.0 | 2% | 9 | -1 | -11% |
| 2021-04-05 | $0.4 | -$0.1 | -18% | 8 | 0 | 0% |
| 2020-04-01 | $0.5 | -$0.1 | -30% | 10 | -2 | -20% |
| 2019-04-01 | $0.5 | -$0.2 | -32% | 10 | -2 | -20% |
| 2018-04-02 | $0.7 | -$0.4 | -55% | 12 | -4 | -33% |
| 2017-04-01 | $0.8 | -$0.4 | -56% | 12 | -4 | -33% |
| 2016-04-01 | $1.0 | -$0.7 | -67% | 18 | -10 | -56% |
| 2015-04-01 | $0.9 | -$0.6 | -63% | 16 | -8 | -50% |
| 2014-04-01 | $1.1 | -$0.8 | -70% | 15 | -7 | -47% |
| 2013-04-01 | $0.6 | -$0.3 | -48% | 15 | -7 | -47% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV