RIA Intelligence

ALLARD PARTNERS LIMITED

CRD #138933 SEC #801-66071 CENTRAL 852-2526 9168
SEC Registered Private Funds
Total AUM
$331.6M
Discretionary
$331.6M
Employees
8
Clients
--
Accounts
4

AUM Over Time

DateMar 2025
Total AUM$331.6M
Discretionary$331.6M
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$337.2M
Discretionary$337.2M
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$337.2M
Discretionary$337.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$337.2M
Discretionary$337.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$324M
Discretionary$324M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$324.2M
Discretionary$324.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$476.5M
Discretionary$476.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$489.8M
Discretionary$489.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$733.9M
Discretionary$733.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2017
Total AUM$756.2M
Discretionary$756.2M
Non-Disc.$0
Employees12
Clients1
DateMar 2016
Total AUM$998.8M
Discretionary$998.8M
Non-Disc.$0
Employees18
Clients1
DateMar 2015
Total AUM$906.9M
Discretionary$906.9M
Non-Disc.$0
Employees16
Clients1
DateMay 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients1
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients1
DateApr 2013
Total AUM$938M
Discretionary$938M
Non-Disc.$0
Employees15
Clients1
DateApr 2013
Total AUM$938M
Discretionary$938M
Non-Disc.$0
Employees15
Clients1
DateMar 2012
Total AUM$637.8M
Discretionary$637.8M
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$517M
Discretionary$517M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$340M
Discretionary$0
Non-Disc.$340M
Employees10
Clients--
DateJan 2006
Total AUM$340M
Discretionary$0
Non-Disc.$340M
Employees10
Clients--