Ashe Capital Management, Lp

CRD#169616
Investment Advisor Firm

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Learn more about Ashe Capital Management, Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations
  • Overview

    Ashe Capital Management, Lp is a financial advisory firm headquartered in Englewood Cliffs, New Jersey. The company administers $1.1 billion in assets across one client account, placing it among the larger financial advisory firms in the country by assets under management (AUM). It has a small group, including 6 financial advisors. Ashe Capital Management, Lp is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as stocks, bonds and options.

    Ashe Capital Management, Lp manages all of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell choices are made by a portfolio manager without requiring the client's approval. Ashe Capital Management, Lp's average account size is $1.1 billion. The typical advisor at Ashe Capital Management, Lp oversees fewer than one client account, placing it among the most individualized firms in the country.

    The company's central office is located at 530 Sylvan Ave., Englewood Cliffs, New Jersey 7632.

    Assets Under Management

    $1.1 billion

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    530 Sylvan Ave.
    Englewood Cliffs, NJ 07632

    Ashe Capital Management, Lp by the Numbers

    Total Assets Under Management

    $1.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    6

    National Average: 64
    Total Number of Accounts

    1

    National Average: 375,227
    Average Account Size

    $1.1 billion

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees usually are based on which services the firm provides the client. Fee types billed by the company likely consist of the following fee types: asset-based or performance-based. Ashe Capital Management, Lp does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Ashe Capital Management, Lp provides services to pooled investment vehicles. Ashe Capital Management, Lp's largest client group is pooled investment vehicles. None of the company's accounts are represented by people from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Ashe Capital Management, Lp does not have any disclosures.

    Please visit its Form ADV for more details.

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