Ashford Capital Management Inc

RIASEC RegisteredEst. 1980

Total AUM

$966M

Discretionary

$966M

100% of AUM

Avg account

$10.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Wilmington, Delaware
CRD number: 110696
Registered since: February 15, 1980
Website: ashfordcapital.com
Custodians: WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC, FIDELITY DISTRIBUTORS COMPANY LLC, RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations37.18%
HNWI28.59%
Pooled Investment Vehicles27.47%
Pension & Profit Sharing Plans6.06%
Individuals0.57%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Ashford Capital Management Inc is a small, privately owned investment manager that operates with a hedge fund orientation while serving both individual/family and institutional clients. The firm has been SEC-registered since 1980 and charges a mix of asset-based fees and performance fees, consistent with its hedge-fund activities and its role as sponsor/GP/managing member of pooled vehicles. Its advisory footprint includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles and institutional portfolios, and the publication of periodicals or newsletters. Ashford does not identify as an active ESG investor and is not designated as a multi-state adviser.