Allard Partners Management Limited (Grand Cayman)

Name: Allard Partners Management Limited
Address: 4 Th Floor, Century Yard, Cricket Square, Grand Cayman, Ky1 1209
Telephone: 1345 640 2279

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.

Allard Partners Management Limited: assets under management

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 firm manages $347.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $347.35 million each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Wayne Victor Allard Peters serves?

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.

Careers at Allard Partners Management Limited

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wayne Victor Allard Peters	Director	1 Apr 1996	50% - 75%	5083374
Paul Anthony Brown	Director	1 Aug 2004	Other	6318661
Gerald Clough	Head of risk and compliance	1 Apr 2009	Other	5775892
Anlcm Investments Pty Ltd	Shareholder	1 Aug 2009	50% - 75%	foreign
Sheva Nominees Pty Ltd	Shareholder	1 Sep 2009	25% - 50%	foreign
Gary (Nmn) Linford	Director	1 Dec 2009	Other	5979989
Su Juan Chen	Chief compliance officer & head of compliance and projects	1 Jun 2017	Other	6911585

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Wayne Victor Allard Peters	Shareholder	1 Aug 2009	75% - 100%	5083374
Howard (Nmn) Kantor	Shareholder	1 Sep 2009	50% - 75%	5775895
Hayley (Nmn) Symon	Shareholder	1 Sep 2009	50% - 75%	6334555
Howard Kantor	Shareholder	1 Sep 2009	50% - 75%	5775895
Hayley Symon	Shareholder	1 Sep 2009	50% - 75%	6334555

Based in Grand Cayman

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/.