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 an SEC-registered investment adviser formed in 1980 that operates as a corporate hedge fund for both individual/family and institutional clients. The firm charges standard asset-based fees and performance fees, and its advisory services include portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients, plus publication of periodicals or newsletters. Ashford also acts as sponsor, general partner and managing member for pooled vehicles it oversees, indicating it runs its own private funds in addition to managing client accounts. The firm does not identify as an active ESG investor and is not a multi-state adviser under the snapshot data.