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ARDMORE ROAD ASSET MANAGEMENT LP

WESTPORT, CT · CRD 311471 · IAPD ↗ · ardmoreroad.com · 646-793-6220

$2.83BRegulatory AUM
13Advisory reps
17Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — ARDMORE ROAD ASSET MANAGEMENT LP moved its main office from NEW YORK, NY to WESTPORT, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2026 — ARDMORE ROAD ASSET MANAGEMENT LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — ARDMORE ROAD ASSET MANAGEMENT LP now reports custody of client assets ($139.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2026 — ARDMORE ROAD ASSET MANAGEMENT LP reported RAUM up 79% ($1.59B -> $2.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — ARDMORE ROAD ASSET MANAGEMENT LP grew from 8 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
March 2025 — ARDMORE ROAD ASSET MANAGEMENT LP grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
March 2025 — ARDMORE ROAD ASSET MANAGEMENT LP crossed $1B in regulatory AUM ($905.7M -> $1.59B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — ARDMORE ROAD ASSET MANAGEMENT LP grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2024 — ARDMORE ROAD ASSET MANAGEMENT LP reported RAUM up 74% ($520.4M -> $905.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.