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Alydar Partners, LLC (Boston)


Alydar Partners, LLC is a large advisory firm based in Boston. It manages $1.6 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Massachusetts.

Alydar 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.

Alydar Partners: assets under management

The assets under management (AUM) of Alydar Partners, LLC is $1.6 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 527% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.6 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.6 million each.
Alydar Partners has custody of $985.53 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alydar Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Summit Master Company General partner 1 Apr 2002 Other 04-3478655
L.P. Summit Retained Earnings General partner 1 Nov 2002 Other 04-3340260
L.P. Summit Alydar General partner 1 Nov 2002 Other 04-3340260

Based in Boston

The principal office where Alydar Partners, LLC performs its advisory services is located at 222 Berkeley Street, Boston, MA 02116, 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 617-646-3500 or by fax 617-646-3501. The normal business hours are 7 a.m. - 6 p.m. on Monday - Friday.


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