Ashram Capital LLC
RIASEC Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$155K
Accounts
33
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 342035
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ashram Capital LLC is a small limited liability company that provides portfolio management primarily for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and reports that its advisory activity centers on discretionary portfolio management. It does not identify itself as an active ESG investor, is not a multi-state adviser, and does not describe any pension consulting or capital-allocation activities.
Assets & Accounts
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
Contacts
1 of 1Ashwini Aragam
Founder & Investment AdvisorCRD 8247836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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