|
⚲
|
| Ashdon Investment Management LLC
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|
|
|---|---|
| CRD # | 130180 |
| SEC # | 801-68173 |
| CIK # | |
| AUM | $331.0 MM (2023-02-24) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 931-461-5733 |
| Address | 214 E Grundy Street Tullahoma, TN 37388 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Ashdon Select Manager Trust | 2012-03-23 | 29.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 9.2 |
| (b) Individuals (high net worth individuals) | 18 | 301.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 20.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 174 | 331.0 |
| By Discretionary | ||
| Discretionary | 139 | 22.1 |
| Non-Discretionary | 35 | 308.9 |
| Total | 174 | 331.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.0 | |
| Total | 174 | 331.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Diker Management LLC
✚
|
NY | 0.3 |
|
GCW Global Customised Wealth LLP
✚
|
0.3 | |
|
Sapere Wealth Management LLC
✚
|
NC | 0.3 |
|
Diastole Wealth Management Inc
✚
|
CT | 0.3 |
|
Trinity Legacy Partners LLC
✚
|
TX | 0.3 |
|
One Oak Capital Management LLC
✚
|
NY | 0.3 |
|
L2 Asset Management LLC
✚
|
MA | 0.3 |
|
United American Securities Inc
✚
|
NY | 0.3 |
|
White Pine Capital LLC
✚
|
MN | 0.3 |
|
SG Capital Management LLC
✚
|
IL | 0.3 |