ASHBAY CAPITAL, LLC

Overview

Ashbay Capital, LLC is a compact registered investment advisor that manages concentrated portfolios with an equity-first posture. The firm runs discretionary mandates and favors exchange-traded equities as the principal building block of client portfolios, supplemented by mutual funds and targeted alternative exposures. Their advisory mandate covers both individuals and families as well as institutional clients, with portfolio management services for small businesses and other institutions. Investment implementation appears oriented toward liquid, publicly traded vehicles for core exposure — likely a mix of individual stocks and ETFs — while allocating a smaller portion of capital to real estate-related strategies and private credit where clients need income or diversification beyond public markets. Fees are charged as a percentage of assets under management, aligning the firm’s revenue with asset growth and client retention.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices