Ambrosia Asset Management

Overview

Ambrosia Asset Management is an independently owned limited liability company that provides portfolio management for individuals, families and small businesses. The firm is state-registered in California and is structured as an independent RIA with a single individual owner. Its clients are primarily private individuals and family households rather than institutional sponsors. The firm charges standard percentage-of-AUM advisory fees and also accepts performance-based fees on at least some mandates. Ambrosia does not position itself as a capital allocator, is not active on ESG mandates, and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices