Ajax Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 298032
- Registered since
- April 6, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Pension & Profit Sharing Plans68.72%
- HNWI30.86%
- Individuals0.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ajax Capital LLC is a privately owned limited liability company that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm is SEC-registered (2026) and reports an owner-type of Individual. Its advisory services emphasize discretionary portfolio management for individuals and small businesses as well as for business or institutional clients; the firm also performs pension consulting and selects other advisers on behalf of clients. Fees are charged as a percentage of assets under management and via other fee arrangements. Ajax does not identify as an active ESG investor and is organized to operate within a single state.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities29%
- Cash & Cash Equivalents2%
- US Government Bonds1%
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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