Ashram Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 342035
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals72.79%
- HNWI27.21%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ashram Capital LLC is a small, Pennsylvania-based investment advisory organized as a limited liability company and owned by an individual. The firm advises individual and family clients on a fee basis charged as a percentage of assets under management, delivering portfolio management services for individuals and small businesses and running educational seminars and workshops. Filings indicate the firm is equity-focused, does not characterize itself as an ESG investor, and is not a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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