Allard Partners Limited
- Regulatory AUM
- $416M
- Discretionary
- $416M
- Clients
- 5
- Avg AUM / client
- $83.2M
- Accounts
- 5
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $345M | 82.9% |
| Corporations and other businesses | 2 | $71.0M | 17.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $230M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Allard Growth Fund | Hedge Fund | Cayman Islands | $230M | 64 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peters, Wayne, Victor Allard | Director | Sep 1995 (31y) | ≈ 28.13% – 75% via Anlcm Investments Pty Ltd | |
| Kantor, Howard, (Nmn) | Shareholder | Aug 2004 (22y) | ≈ 7.03% – 37.5% via Sheva Nominees Pty Ltd | |
| Symon, Hayley, (Nmn) | Shareholder | Aug 2004 (22y) | ≈ 7.03% – 37.5% via Sheva Nominees Pty Ltd | |
| Clough, Gerald | Director | Apr 2009 (17y) | Less than 5% | |
| Eisentrager, Laurence, Patrick | Director | May 2017 (9y) | Less than 5% | |
| Chen, Su, Juan | Director / Coo & Chief Compliance Officer | Jun 2017 (9y) | Less than 5% | |
| Brown, Paul, Anthony | Director | Aug 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Allard Partners Management Limited | Shareholder | Oct 1995 | A | 75% or more |
| Sheva Nominees Pty Ltd | Shareholder | Jun 2018 | B | ≈ 14.06% – 50% via Satara Investments Pty. Limited |
| Anlcm Investments Pty Ltd | Shareholder | Aug 2009 | B | ≈ 37.5% – 75% via Allard Partners Management Limited |
| Satara Investments Pty. Limited | Shareholder | Jun 2018 | B | ≈ 18.75% – 50% via Allard Partners Management Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Peters, Wayne, Victor Allard: 75% – 100% of Anlcm Investments Pty Ltd × 50% – 75% of Allard Partners Management Limited × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Kantor, Howard, (Nmn): 50% – 75% of Sheva Nominees Pty Ltd × 75% – 100% of Satara Investments Pty. Limited × 25% – 50% of Allard Partners Management Limited × 75% – 100% direct ≈ 7.03% – 37.5% of the firm
- Symon, Hayley, (Nmn): 50% – 75% of Sheva Nominees Pty Ltd × 75% – 100% of Satara Investments Pty. Limited × 25% – 50% of Allard Partners Management Limited × 75% – 100% direct ≈ 7.03% – 37.5% of the firm
- Sheva Nominees Pty Ltd: 75% – 100% of Satara Investments Pty. Limited × 25% – 50% of Allard Partners Management Limited × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Anlcm Investments Pty Ltd: 50% – 75% of Allard Partners Management Limited × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Satara Investments Pty. Limited: 25% – 50% of Allard Partners Management Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $230M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Allard Growth Fund | Hedge Fund | $230M | $250K | 64 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Bank Lombard Odier & Co Ltd $59.6M (14% of AUM) Mar 2026
- Bank Of Singapore Limited $11.4M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗