Portfolio Acquisitions

Allegiance Portfolio Advisors acquires portfolios where equipment is the primary collateral.  These are portfolios of leases and loans secured by revenue producing equipment.  We focus on familiar equipment in industries we understand. 

We are often able to purchase portfolios at discounts to yield attractive risk adjusted returns.  The underlying loans and leases may be credit sensitive, distressed, or event driven.  They have fallen out of favor with their existing finance institution.   Despite their current problems, we are often able to help them turn their situation around with a disciplined workout plan.  If we are unable to turn their situation around, we are able to repossess and remarket the equipment.

Allegiance Portfolio Advisors uses special purpose entities to acquire these portfolios.  These entities may be wholly owned by the company, or may be owned by investors.  All assets held in these companies are managed by Allegiance Capital.  Currently we have four special purpose entities:

Portfolio Advisors I
Portfolio Advisors II
Portfolio Advisors III
Portfolio Advisors IV