Ajax Health Management Company, LLC

RIASEC RegisteredEst. 2026
Total AUM
$215M
Discretionary
$0
0% of AUM
Avg account
$107M
Accounts
2
Employees
19
Advisory reps
4

Firm details

Headquarters
Menlo Park, California
CRD number
340280
Registered since
March 27, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ajax Health Management Company, LLC is an independent registered investment adviser organized as an LLC that serves institutional clients. The firm is SEC-registered (2026) and is owned by a combination of a domestic entity and an individual. Its advisory work centers on portfolio management for pooled investment vehicles, and its fee arrangements combine a percentage-of-assets component with performance-based fees. Ajax does not present itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Douglas Rohlen

    Chief Executive OfficerCRD 8223799

  • Douglas Koo

    Managing Director and Chief Financial OfficerCRD 8223793

Contacts

2 of 2
  • Aftab Kherani

    Managing PartnerCRD 8223807

  • William Steiner

    William Steiner

    Vice PresidentCRD 6177042

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
650 Live Oak Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth