| As of Date | 01/28/2026 |
| Registration | SEC, Approved, 01/04/2021 |
| Contact Info | 323 xxxxxxx |
| AUM* | 191,393,775 30% |
| of that, discretionary | 191,393,775 30% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,655,751 -27% |
| % High Net Worth | 6.67% -27% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date05/13/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date03/05/2024 | Form ADV-E View Report |