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 privately owned corporate advisor that registers with the SEC as of 1980 and operates with a hedge-fund orientation. The firm serves both individual/family and institutional clients and provides portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and business or institutional portfolios. It also publishes periodicals or newsletters. Compensation includes traditional percentage-of-assets fees alongside performance-based fees consistent with active hedge-fund management. Ashford describes itself as a sponsor, general partner, and managing member for pooled vehicles. The firm does not identify as an active ESG investor and is not a multi-state adviser.