A
$26.6M Total AUM
$26.6M Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2020
- Office Locations
- 1
Office Locations
4445 North A1A Suite 249 Vero Beach FL
About Alton Road Capital, LP
Alton Road Capital, LP is a Vero Beach-based RIA. The firm has been operating for 6 years. Managing $26.6M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley.
Team overview
-- AVG AGE
$26.6M AVG AUM / ADVISOR
$26.6M AVG AUM / CLIENT
6.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
Available
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Client Personas
Available
Services
Available
Owner & Executives
T
THOMAS KEITH PURDY
Founder, Limited Partner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
C
CAMERON MITCHELL PURDY
Chief Compliance Officer, Limited Partner
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,633,647 | $26,633,647 |
| Non-Discretionary | $0 | -- |
| Total | $26,633,647 | $26,633,647 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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