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Poydras Capital Partners

Poydras Capital Partners. CRD 284745

Poydras Capital Partners logo

CRD: 284745

Poydras Capital Partners

Metairie, LA, 70005
5045088900
$26.7M Total AUM
$26.7M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Wave fusionMeridian unison +more
Established Date
01-20-2017
Office Locations
1

Office Locations

433 Metairie Road Suite 220 Metairie LA

About Poydras Capital Partners

Poydras Capital Partners is a state-registered RIA in the New Orleans area founded by Chadwick K. Landry. The firm provides investment management and advisory services for high net worth individuals and institutions, emphasizing a patient, disciplined, lower-cost, institutional-style approach. Portfolios are largely implemented with ETFs alongside cash and U.S. government/agency exposure, and client accounts are custodied at TD Ameritrade.

Team overview

-- AVG AGE
$26.7M AVG AUM / ADVISOR
$494.0K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Glacier Ridge Value Legacy element Bridge Delta Value radial

Client Personas

Vector vector

Custodian

Unison alpha Peak Wave Frontier eagle Delta delta Optima

Investment Themes

Eagle optima

Investment Vehicles

Insight Quantum unison

Services

Signal Vital signal Timber atlas Harbor unison Fusion Focus radial

Technology

Ridge wave Peak Quantum matrix Legacy

Owner & Executives

C

Chadwick Kenneth Landry

Chief Compliance Officer, Managing Member

CRD
#4538014
Ownership
75% or more
(842) 668-2385
momentum.peak@pathwaycapital.com
in linkedin.com/in/delta-unison
J

JEANNETTE LADREYT LANDRY

Secretary

CRD
--
Ownership
Less than 5%
(967) 463-9365
timber.crest@horizoncapital.com
in linkedin.com/in/optima-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $26,676,699 --
Non-Discretionary $0 --
Total $26,676,699 --

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Separately Managed Accounts

Total SMA Asset: $26,676,699

$26.7M Total SMA
Equity - Exchange:
40.4%
Cash:
30.9%
Corporate - Investment Grade:
28.7%
Asset class Assets Assets %
Equity - Exchange $667,878,737 40.4%
Cash $510,828,044 30.9%
Corporate - Investment Grade $474,458,409 28.7%
Total $1,653,165,190 100.0%

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