Alinda Capital Partners Ltd (Greenwich)

Alinda Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alinda Capital Partners: assets under management

The assets under management (AUM) of Alinda Capital Partners Ltd is $5.45 billion. The firm's AUM has gone down by -30% since the beginning of its operation, and $4.32 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $5.15 billion in discretionary accounts and $297.32 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $367.94 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $297.32 million.

Alinda Capital Partners has custody of $4.41 billion in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alinda Capital Partners Ltd for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Alinda Capital Partners serves?

The only and largest group of clients of Alinda Capital Partners is pooled investment vehicles with 15 clients and $5.45 billion of assets under management. Among the 8 most similar advisory firms, Alinda Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.45 billion for 15 clients. 88% of the firm’s clients are foreign persons or businesses.

Alinda Capital Partners also advises several private funds. Namely, fifteen other private funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Alinda Capital Partners Ltd

The company employs 35 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in Greenwich

The principal office where Alinda Capital Partners Ltd performs its advisory services is located at 100 West Putnam Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-930-3800 or by fax 203-930-3880. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at alinda.com.

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