ASHDON INVESTMENT MANAGEMENT, LLC

Overview

Ashdon Investment Management, LLC is an owner-operated investment adviser that focuses on individual and family clients, with an emphasis on portfolio management for individuals and small businesses and on selecting outside managers when appropriate. The firm runs a capital allocation practice that favors publicly traded equities as its primary building block, but it also uses other advisers and private placement vehicles to supplement core exposure. Fee arrangements combine a percentage of assets under management with fixed fees, and the firm does not position itself as an ESG-focused manager. Disclosure on discretionary authority shows Ashdon typically provides advice and model guidance while leaving a substantial portion of execution or final investment authority to clients. That mix — active advisory plus selection of other advisers — suggests a hybrid operating model that blends in-house portfolio construction with third-party manager relationships for specialized exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices