Private fund adviser · Central, Hong Kong
Allard Partners Limited
SEC-registered investment adviser · CRD 138933 · SEC 801-66071
At a glance
Allard Partners Limited is an SEC-registered investment adviser based in Central, Hong Kong, with $416 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,251st of 4,686 private fund advisers and 8,614th of 17,210 SEC-registered advisers by assets.
Main office +85225269168allardpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $416M
- Rank among private fund advisers
- #3,251 of 4,686
- Rank among all SEC RIAs
- #8,614 of 17,210
- Clients
- 5
- Accounts
- 5
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Gerald CloughDirector
- Wayne V. PetersDirector
- Su J. ChenDirector / COO & Chief Compliance Officer
- Laurence P. EisentragerDirector
- Paul A. BrownDirector
Custody and brokerage
2 custodians
- Lombard Odier$60M84%
- Bank of Singapore$11M16%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $345M | 83% |
| Corporations or other businesses | 2 | $71M | 17% |
Private funds
Allard Partners Limited reports 1 private funds with $264M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Allard Partners Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗allardpartners.com ↗
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The full record on Allard Partners Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,245 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Allard Partners Limited manage?
Allard Partners Limited reports $416 million in regulatory assets under management across 5 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Allard Partners Limited?
Allard Partners Limited is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Allard Partners Limited’s clients?
By assets, its largest client types are pooled investment vehicles ($345 million, 3 clients); corporations or other businesses ($71 million, 2 clients).
Does Allard Partners Limited manage private funds?
Yes. It reports 1 private funds with $264 million in gross assets, including hedge funds.
Does Allard Partners Limited have any disciplinary history?
Allard Partners Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Allard Partners Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →