Adviser Profile

AUM* 4,808,296,667 114%
of that, discretionary 4,787,749,653 115%
Number of Employees 56 30%
of those in investment advisory functions 24 33%
Private Fund GAV* 0
Avg Account Size 542,881 17%
% High Net Worth 47.51% -26%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

5B 4B 3B 3B 2B 1B 684M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASHLAND PARTNERS & COMPANY, LLP Filing Date10/01/2025 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date09/19/2025 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY, LLP Filing Date11/07/2024 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY, LLC Filing Date01/30/2024 Form ADV-E View Report

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser VEGA CAPITAL GROUP LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM154.9m #Funds-
Adviser SKY VISION WEALTH MANAGEMENT CORP. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM52.8m #Funds-
Adviser SOUTH STREET ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM906.1m #Funds-
Adviser ONE CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM8.5b #Funds-
Adviser OVERSEAS CAPITAL MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM13.6m #Funds-
Adviser MASECO ASIA LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM106.1m #Funds-
Adviser CRYSTAL ASSET MANAGEMENT AG Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM299.2m #Funds-
Adviser LM ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund76.7m Total Private Fund GAV76.7m AUM2.9b #Funds1
Adviser PHRACTION MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM625.5m #Funds-
Adviser QARMA TECHNOLOGY, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM98.4k #Funds-

Brochure Summary