Ashram Capital LLC

RIAState Registered
Total AUM
$7.4M
Discretionary
$7.4M
100% of AUM
Avg account
$149K
Accounts
50
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth