Ajax Asset MgmT., LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 328746
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses36.88%
- Charitable Organizations33.88%
- HNWI25.46%
- Individuals3.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ajax Asset MgmT., LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm’s stated activity is portfolio management for individuals and small businesses, and its client base is focused on individuals and families. Fee arrangements include a standard percentage-of-AUM charge and the use of performance-based fees, and the adviser does not characterize itself as an ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- US Government Bonds5%
Owners & executives
1 of 1Gregory Nathan
Chief Executive OfficerCRD 4232641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11661 San Vicente Blvd
- Time zone
- PT (UTC-8)
- Office locations
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