# Allard Partners Limited

> Allard Partners Limited is an SEC-registered investment advisory firm in Central, Hong Kong, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 138933
- Filed as: ALLARD PARTNERS LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Central, Hong Kong
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138933
- AdvisorCensus page: https://advisorcensus.com/firm/allard-partners-limited-central-138933

## Quick answers

**How is Allard Partners Limited compensated?**
On its Form ADV (Item 5.E, October 2026), Allard Partners Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Allard Partners Limited charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1.25% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Allard Partners Limited located?**
Allard Partners Limited's principal office is in Central, Hong Kong, according to its Form ADV.

**Is Allard Partners Limited registered with the SEC or a state?**
Allard Partners Limited is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 138933.

**How much does Allard Partners Limited manage?**
Allard Partners Limited reports $415,859,393 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Allard Partners Limited's assets and staff changed since 2021?**
In the Form ADV data for Allard Partners Limited: Regulatory assets under management: $405,162,205 in the October 2021 data and $415,859,393 in the October 2026 data, up 3%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Allard Partners Limited serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); corporations or other businesses not listed above (2).

**Which custodians does Allard Partners Limited use?**
Allard Partners Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of Singapore and Lombard Odier as custodians holding 10% or more of its separately managed account assets.

**Does Allard Partners Limited report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/138933

**What changed in Allard Partners Limited's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $331,610,867 to $415,859,393 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 1.25% of assets a year

> For AGF and the other Funds, the management fee is generally equal to 1.25 percent (1.25%) per annum of the net assets of AGF and the other Funds and is paid monthly for the Funds, including AGF.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank of Singapore
- Lombard Odier

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $415,859,393
- Discretionary: $415,859,393
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $344,889,668 |
| Corporations or other businesses not listed above | 2 | $70,969,725 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [allardpartners.com](https://allardpartners.com)
- LinkedIn @allard-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $405,162,205 | 8 | March 31, 2021 |
| October 2022 | $324,232,078 | 9 | March 29, 2022 |
| October 2023 | $323,973,866 | 8 | March 23, 2023 |
| October 2024 | $337,187,359 | 8 | August 23, 2024 |
| October 2025 | $331,610,867 | 8 | March 26, 2025 |
| October 2026 | $415,859,393 | 9 | March 30, 2026 |

Regulatory assets under management: $405,162,205 in the October 2021 data and $415,859,393 in the October 2026 data, up 3%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $331,610,867 to $415,859,393 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allard Partners Limited (CRD 138933): Form ADV filing data as of October 2026.