AJAX HEALTH MANAGEMENT COMPANY, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DOUGLAS KOO
Managing Director and Chief Financial OfficerCRD 8223793
Contacts
3 of 3AFTAB KHERANI
Managing PartnerCRD 8223807
DOUGLAS ROHLEN
CRD 8223799
WILLIAM STEINER
Vice PresidentCRD 6177042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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