Adviser Profile
| As of Date | 01/16/2026 |
| Registration | SEC, Approved, 12/09/2025 |
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| Former registrations | |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 49,000,000 |
| of that, discretionary | 49,000,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 940,000 |
| Avg Account Size | 816,667 |
| % High Net Worth | 85.00% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Multi-state adviser
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
49M
42M
35M
28M
21M
14M
7M
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 Date10/24/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date01/23/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date10/24/2023 | Form ADV-E View Report |
Private Funds Structure
| Count | GAV | |
|---|---|---|
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