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| Happy Holidays!! thanks for using AUM13F!! |
| Ashdon Investment Management LLC
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| CRD # | 130180 |
| SEC # | 801-68173 |
| CIK # | |
| AUM | $402.7 M (2025-02-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 931-461-5733 |
| Address | 214 E Grundy Street Tullahoma, TN 37388 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Ashdon Select Manager Trust | 2012-03-23 | 29.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 14.6 |
| (b) Individuals (high net worth individuals) | 18 | 365.6 |
| (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 | 22.5 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 187 | 402.7 |
| By Discretionary | ||
| Discretionary | 47 | 49.6 |
| Non-Discretionary | 140 | 353.2 |
| Total | 187 | 402.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 402.7 | |
| Total | 187 | 402.7 |
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|---|---|---|
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PA | 0.4 |
|
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NY | 0.4 |
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0.4 | |
|
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KS | 0.4 |
|
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|
TN | 0.4 |
|
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|
FL | 0.4 |
|
Noctua International WMG LLC
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FL | 0.4 |