ASH INVESTMENT PARTNERS, LLC
Adviser information for ASH INVESTMENT PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $181.3M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $181.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $181.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126446 |
|---|---|
| SEC ERA File Number | 801-126446 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322109 |
| Legal Entity Identifier | None |
Principal Office
3060 PEACHTREE RD NWSUITE 1400
ATLANTA
GA
United States
Monday - Friday, 9AM - 5PM
Tel: (470) 795-5505, Fax: None
Chief Compliance Officer
KATHERINE COHEN
VICE PRESIDENT OF FINANCE
3060 PEACHTREE RD NW
SUITE 1400
ATLANTA
GA
United States
Tel:
(470) 795-5505
K**************@********M
(Full email address available in API data)
Industry Affiliates
| ASH DIGITAL V2 GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ASH DIGITAL V2, LP | Private Equity Fund | $181.3M | $1.0M | 82 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HEYMAN, ANDREW, SCOTT | Individual | – | MANAGING PARTNER | 02/2022 | 50-75% |
| HEYMAN, MELISSA, LOUISE | Individual | – | PARTNER; CHIEF INVESTMENT OFFICER | 02/2022 | 25-50% |
| COHEN, KATHERINE, QUIRK | Individual | – | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT OF FINANCE | 02/2022 | < 5% |