| As of Date | 06/28/2026 |
| Registration status | Terminated |
| ADV Location | ALPHARETTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 24,859,971 -95% |
| of that, discretionary | 0 -100% |
| Number of Employees | 2 -80% |
| of those in investment advisory functions | 2 -78% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 12,429,986 -81% |
| SMA’s | Yes |
| Private Funds | 0 7 |
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- Portfolio management for businesses
- A percentage of assets under your management
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date09/16/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date08/16/2024 | Form ADV-E View Report |