Adviser Profile

As of Date 03/16/2026
Registration SEC, Approved, 11/14/2014
Contact Info 203 xxxxxxx
Websites
AUM* 386,917,000 46%
of that, discretionary 269,821,000 13%
Number of Employees 6
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 96,729,250 83%
% High Net Worth 100.00% 25%
SMA’s Yes
Private Funds 0 1

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

309M 265M 221M 177M 132M 88M 44M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

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 Date10/07/2025 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date11/05/2024 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date08/10/2023 Form ADV-E View Report

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Brochure Summary