Ayrshire Capital Management LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 157883
- Registered since
- February 12, 2019
- Website
- www.ayrshirecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY CUSTODIAL SERVICES
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.8%
- Individuals3.92%
- Charitable Organizations1.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ayrshire Capital Management LLC is an independent, owner-operated registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm provides fee-based portfolio management primarily for individual and family clients and small businesses, charging a percentage of assets under management. Its stated focus is equity-oriented portfolio management; it is not positioned as a capital allocator and does not identify as an active ESG investor.
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 Equities76%
- US Government Bonds12%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds3%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
John Nevin
Managing PartnerCRD 4346245
William Ryan
PartnerCRD 3108653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$17.8M in ETFs
100%
$17.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $11.2M | 14,938 | 62.53% |
Location
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 136 Main St
- Time zone
- ET (UTC-5)
- Office locations
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