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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 5 -16.67%
of those in investment advisory functions 5 -16.67%
Registration SEC, Approved, 1/31/2014
Other registrations (1)
AUM* 1,323,696,871 26.06%
of that, discretionary 1,323,696,871 26.06%
Private Fund GAV* 1,323,696,871 26.06%
Avg Account Size 1,323,696,871 26.06%
SMA’s No
Private Funds 1
Contact Info 201 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 991M 743M 495M 248M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$1,323,696,871

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Brochure Summary

Overview

Àshe is a limited partnership organized under the laws of the State of Delaware to provide investment management services to a related pooled investment vehicle. Àshe is primarily owned and controlled by William C. Crowley, Stephen M. Blass and William R. Harker (together, the “Founders”), and is the successor entity to Àshe Capital Management, LLC, which the Founders caused to be formed in 2013. Àshe provides discretionary investment advice to Àshe Capital Partners, LP, a Delaware limited partnership (the “Partnership”). An affiliate, Ashe Capital Partners (GP) LLC, (the “General Partner”) a Delaware limited liability company serves as the general partner to the Partnership. The General Partner is controlled by the Founders. The Partnership will seek to generate high, risk-adjusted returns by making investments broadly in securities and other instruments including without limitation, publicly-traded equities and other instruments, equity equivalent positions, debt and other financial instruments, rights, options and interests across a range of industries and markets. In providing services to the Partnership, among other things, Àshe (i) manages the Partnership’s assets in accordance with the terms of the applicable governing documents; (ii) formulates investment objectives; (iii) directs and manages the investment and reinvestment of the Partnership’s assets; and (iv) provides periodic reports to investors. Àshe provides investment
advice directly to the Partnership and not individually to the Partnership’s limited partners or investors. Investment restrictions for the Partnership, if any, are generally established in the applicable Partnership’s governing document. Àshe may, in the future, organize additional investment vehicles that follow an investment strategy similar to or different from the investment program of the Partnership. From time to time, the Partnership, to the extent permitted by the Rules of the U.S. Financial Industry Regulatory Authority (“FINRA”) as may be amended from time to time (the “Rules”), purchase equity securities that are part of an initial public offering (sometimes referred to as “IPOs” or “new issues”). Under the Rules, brokers may not sell such securities to a private investment partnership, if the partnership has investors who are “Restricted Persons,” which category includes persons employed by or affiliated with a broker and portfolio managers of hedge funds and other registered and unregistered investment advisory firms, unless the partnership has a mechanism in place that excludes such Restricted Persons from receiving allocations of profits from new issues. The profits and losses with respect to new issues will generally be allocated to investors in the Partnership that are Unrestricted Persons. As of December 31, 2023, Àshe had approximately $1.324 billion of regulatory assets under management.