Overview
Ashford Capital Management, Inc. (ACM), a Delaware Corporation, was founded in November
1979 by Theodore H. Ashford, Chairman. Theodore H. Ashford III is the principal owner, Chief
Executive Officer and Co-Chief Investment Officer. There are three other employees with
ownership, each of whom owns less than 25% of the company. ACM has one office in
Wilmington, Delaware.
ACM provides discretionary investment management services with respect to: equity
securities, fixed income securities, warrants, corporate debt securities, commercial paper,
certificates of deposit, municipal securities, mutual fund shares, United States government
securities, option contracts on securities, business development limited partnerships, and
money market instruments. Additionally, as the investment adviser to Anvil Investment
Associates, L.P. and Osprey Investment Partners, L.P., ACM provides
services with respect to
investment in private companies.
Client accounts are managed based on strategies offered by ACM. These strategies currently
include Small Company Growth Separate Accounts, Long-Term Durable Growth Separate
Accounts, Small Company Growth Limited Partnership Offerings, Long-Term Value/Growth
Limited Partnership and an Asset Allocation Program. The Small Company Growth Separate
Accounts and Asset Allocation Program strategies may be managed and modified to meet the
needs of clients based on, but not limited to, factors such as previous security holdings, tax
situation, risk tolerance, etc. Clients may impose restrictions on investing in certain securities
or types of securities in separate accounts under management.
As of September 30, 2023, ACM managed $791,748,903 a discretionary basis and no assets on a
non-discretionary basis.