Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 06/28/2024 |
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| Former registrations | |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 225,737,911 50% |
| of that, discretionary | 211,746,711 90% |
| Number of Employees | 10 |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 177,242,128 131% |
| Avg Account Size | 10,749,424 36% |
| % High Net Worth | 5.26% 100% |
| SMA’s | No |
| Private Funds | 3 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
212M
181M
151M
121M
91M
60M
30M
2024
2025
2026
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date02/09/2026 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date03/05/2025 | Form ADV-E View Report |
Private Funds Structure
| Count | GAV | |
|---|---|---|
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