ASH INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$186M
Discretionary
$186M
100% of AUM
Avg account
$186M
Accounts
1
Employees
10
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
322109
Registered since
August 26, 2022
Website
ashvx.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ASH Investment Partners, LLC is an SEC-registered private equity manager organized as a limited liability company and owned by an individual. The firm provides portfolio management for pooled investment vehicles and functions as sponsor, general partner and managing member of those vehicles rather than as a broad capital allocator. Its client base is institutional, and its compensation blends a percentage-of-assets fee with performance-based fees. ASH reports itself as an active ESG investor and has been registered with the SEC since 2022.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • KATHERINE COHEN

    VP of Finance and Chief Compliance OfficerCRD 6459018

  • MELISSA HEYMAN

    Chief Investment Officer and PartnerCRD 4723320

Contacts

1 of 1
  • ANDREW HEYMAN

    Managing PartnerCRD 7577172

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3060 Peachtree Rd NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth