Ashford Capital Management Inc
- Regulatory AUM
- $966M
- Discretionary
- $966M
- Clients
- 92
- Avg AUM / client
- $10.5M
- Accounts
- 95
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $5.5M | 0.57% |
| High net worth individuals | 51 | $276M | 28.6% |
| Pooled investment vehicles (non-investment companies) | 6 | $265M | 27.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $58.6M | 6.06% |
| Charitable organizations | 28 | $359M | 37.2% |
| Corporations and other businesses | Fewer than 5 clients | $1.2M | 0.12% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $215M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ashford Capital Partners, L.P. | Hedge Fund | Delaware | $164M | 67 |
| Osprey Investment Partners, L.P. | Hedge Fund | Delaware | $31.9M | 29 |
| Ashford Institutional Growth Fund, Llc | Hedge Fund | Delaware | $15.0M | 6 |
| Anvil Investment Associates, Lp | Hedge Fund | Delaware | $4.5M | 7 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Theodore H Ashford | Chairman, Director (Class A Shares) | CFA | Jan 1990 (37y) | 5% – 10% |
| Horan, Louise, Victoria | Vice President, Operations (Class B Shares) | Apr 2001 (25y) | Less than 5% | |
| Petrucci, Anthony, Mark | Chief Financial Officer & Chief Compliance Officer, Director (Class B Shares) | Oct 2007 (19y) | Less than 5% | |
| Joseph Francis Petko | Vice President & Co Chief Investment Officer | CFA | Jan 2018 (9y) | Less than 5% |
| Theodore H., Iii Ashford | Chief Executive Officer, Director, Co Chief Investment Officer (Class A&B Shares) | Jan 2018 (9y) | 75% or more | |
| Clifford John Short | Registered representative | Aug 2018 (8y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $215M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ashford Capital Partners, L.P. | Hedge Fund | $164M | $1.0M | 67 |
| Osprey Investment Partners, L.P. | Hedge Fund | $31.9M | $1.0M | 29 |
| Ashford Institutional Growth Fund, Llc | Hedge Fund | $15.0M | $1.0M | 6 |
| Anvil Investment Associates, Lp | Hedge Fund | $4.5M | $1.0M | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/16/2025 | 1.62 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Wilmington Trust Company $333M (34% of AUM) Dec 2025
- Fidelity Brokerage Services $140M (14% of AUM) Dec 2025
- RBC $95.0M (10% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗