The ASHFORD ADVISORS, LLC is a privately held investment adviser that advises $5.4Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. ASHFORD ADVISORS, LLC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 743.89% over the last 5-years.
The Group has been registered with the SEC for 24.9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 30 B GROVE STREET, PITTSFORD, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 3 investment and 5 non-investment staff. The total number of Employees decreased by 11.11% over the last 5-years.
Their $5.4Bn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 28 other accounts. Assets of Investment Companies (IC) clients own $4.45Bn or 82.53% of Total Assets and High Net Worth Individuals own $812.15mn or 15.05% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $1.85Bn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
ASHFORD ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.