Overview
Assets Under Management: $122 million
Headquarters: NEW YORK,, NY
High-Net-Worth Clients: 27
Average Client Assets: $4 million
Frequently Asked Questions
ASHBAY CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168788), ASHBAY CAPITAL, LLC is subject to fiduciary duty under federal law.
ASHBAY CAPITAL, LLC is headquartered in NEW YORK,, NY.
ASHBAY CAPITAL, LLC serves 27 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, ASHBAY CAPITAL, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ASHBAY CAPITAL, LLC manages $122 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, ASHBAY CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.69
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 80
Discretionary Accounts: 80
Regulatory Filings
CRD Number: 168788
Last Filing Date: 2025-01-15 00:00:00
Website: https://ashbaycapital.com