AJAX HEALTH MANAGEMENT COMPANY, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
20
Advisory reps
4

Firm details

Headquarters
MENLO PARK, California
CRD number
340280
Registered since
March 27, 2026
Fee structure
Percentage of AUM
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ajax Health Management Company, LLC is a newly formed SEC-registered investment adviser organized as a limited liability company and registered in 2026. The firm’s stated advisory activity is portfolio management for pooled investment vehicles, indicating it intends to manage collective investment structures such as funds or similar pooled vehicles rather than providing traditional individual wealth-management services. Its fee model is percentage-of-AUM. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Ownership is listed as a domestic entity/individual and the firm is classified as unclassified in the snapshot data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DOUGLAS KOO

    Managing Director and Chief Financial OfficerCRD 8223793

Contacts

3 of 3
  • AFTAB KHERANI

    Managing PartnerCRD 8223807

  • DOUGLAS ROHLEN

    CRD 8223799

  • WILLIAM STEINER

    Vice PresidentCRD 6177042

Wealth teams

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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