| As of Date | 06/15/2026 |
| Registration | SEC, Approved, 12/19/2024 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 282,319,530 337% |
| of that, discretionary | 52,382,637 67% |
| Number of Employees | 11 83% |
| of those in investment advisory functions | 6 200% |
| Private Fund GAV* | 3,099,000 59% |
| Avg Account Size | 1,254,753 24% |
| % High Net Worth | 80.00% -20% |
| SMA’s | No |
| Private Funds | 2 2 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date01/28/2026 | Form ADV-E View Report |
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |