Overview
Assets Under Management: $282 million
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 85
Average Client Assets: $3 million
Frequently Asked Questions
AYRSHIRE CAPITAL MANAGEMENT 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 #157883), AYRSHIRE CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
AYRSHIRE CAPITAL MANAGEMENT LLC is headquartered in WESTPORT, CT.
AYRSHIRE CAPITAL MANAGEMENT LLC serves 85 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, AYRSHIRE CAPITAL MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
AYRSHIRE CAPITAL MANAGEMENT LLC manages $282 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, AYRSHIRE CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 274
Discretionary Accounts: 274
Regulatory Filings
CRD Number: 157883
Last Filing Date: 2025-02-10 00:00:00
Website: https://ayrshirecapital.com