AdvisorOS Directory
Claim Profile
HP

Henry Baldwin Purdy

ALTON ROAD CAPITAL, LP·VERO BEACH, Florida
Unclaimed Profile
4445 NORTH A1A, VERO BEACH, FL 32963CRD# 7263599Firm CRD# 332521
01

About

Henry Baldwin Purdy is a registered financial advisor based in VERO BEACH, Florida, affiliated with ALTON ROAD CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
ALTON ROAD CAPITAL, LP
ALTON ROAD CAPITAL, LP
AUM
$35M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ALTON ROAD CAPITAL, LP →
Services
Portfolio management (individuals)
04

Background

Compensation
Performance-based fees
Regulatory
SEC/IARD CRD# 7263599
Firm CRD# 332521
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VERO BEACH?

Browse all registered financial advisors in VERO BEACH, Florida or claim this profile if it's yours.

Browse VERO BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Henry Baldwin Purdy offer?
Henry Baldwin Purdy specializes in Investment Management. Contact their office in VERO BEACH, Florida for a consultation.
What are Henry Baldwin Purdy's credentials?
Henry Baldwin Purdy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Henry Baldwin Purdy located?
Henry Baldwin Purdy is based in VERO BEACH, Florida, working with ALTON ROAD CAPITAL, LP. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does Henry Baldwin Purdy charge for services?
Henry Baldwin Purdy's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTON ROAD CAPITAL, LP?
ALTON ROAD CAPITAL, LP has approximately 2 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in VERO BEACH
Mark Richard Gruber — ARMOUR CAPITAL MANAGEMENT LPWilliam Paul Corry — CORRY CAPITAL ADVISORS, LLCGuy Lawrence Bassini — TREASURE COAST FINANCIAL PLANNING, INC.Madeline Wilson Purdy — ALTON ROAD CAPITAL, LPRobert Edward Cauley — BIMINI ADVISORS, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile