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CRD 332521
VERO BEACH, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALTON ROAD PARTNERS, LLC | GENERAL PARTNER | Na | yes | 06/2020 | Sep 17, 2024 | Sep 17, 2024 |
| PURDY, CAMERON, MITCHELL | LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER | Na | yes | 06/2020 | Sep 17, 2024 | Sep 17, 2024 |
| PURDY, THOMAS, KEITH | MANAGING MEMBER | E | yes | 06/2020 | Sep 17, 2024 | Sep 17, 2024 |
| PURDY, THOMAS, KEITH | LIMITED PARTNER | E | yes | 06/2020 | Sep 17, 2024 | Sep 17, 2024 |
| PURDY, HENRY, BALDWIN | LIMITED PARTNER | Na | no | 06/2020 | Sep 17, 2024 | Sep 17, 2024 |
| PURDY, MADELINE, WILSON | LIMITED PARTNER | Na | no | 06/2020 | Sep 17, 2024 | Sep 17, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 5, 2026 | $26.6M | $26.6M | 2 | 1 | 0 | n/a | n/a |
| 2024 | Feb 27, 2025 | $28.3M | $28.3M | 2 | 1 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $26.6M | $28.3M | -5.8% | n/a | n/a | 2 | 2 | 0 | 0 |