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Haldor Investment Advisors LP (Boston)


Haldor Investment Advisors LP is a large advisory firm based in Boston. It manages $2.28 billion of regulatory assets for 1,747 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 12 other states.

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Haldor Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Haldor Investment Advisors: assets under management

The assets under management (AUM) of Haldor Investment Advisors LP is $2.28 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $777.41 million in discretionary accounts and $1.5 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.41 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Haldor Investment Advisors LP for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Boston

The principal office where Haldor Investment Advisors LP performs its advisory services is located at 60 State Street, Boston, MA 02109, 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 617-526-5801 or by fax 617-526-5000. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.haldorinvest.com.


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