AdvisorCensus / Financial advisors / Georgia / Atlanta / Ash Investment Partners, LLC
Ash Investment Partners, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.
Quick answers
From the filingHow is Ash Investment Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Ash Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does Ash Investment Partners, LLC charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $9,999,999.99: 2% a year; $10,000,000 to $19,999,999.99: 1.5% a year; Above $20,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Ash Investment Partners, LLC located?
Ash Investment Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV.
Is Ash Investment Partners, LLC registered with the SEC or a state?
Ash Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322109.
How much does Ash Investment Partners, LLC manage?
Ash Investment Partners, LLC reports $185,726,227 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).
How have Ash Investment Partners, LLC's assets and staff changed since 2022?
In the Form ADV data for Ash Investment Partners, LLC: Regulatory assets under management: $112,075,000 in the October 2022 data and $185,726,227 in the October 2026 data, up 66%. Total employees: 6 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ash Investment Partners, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does Ash Investment Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322109
What changed in Ash Investment Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 6 to 8.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $9,999,999.99 | 2% |
| $10,000,000 to $19,999,999.99 | 1.5% |
| Above $20,000,000 | 1% |
The brochure's wording
Fund v2’s management fees are based on the size of each limited partner’s capital commitments to the Fund in an amount equal to: (i) 2.0% per annum of committed capital for limited partners with committed capital of less than $10 million; (ii) 1.5% per annum of committed capital for limited partners with committed capital of at least $10 million and less than $20 million; or (iii) 1.0% per annum of committed capital for limited partners with committed capital of at least $20 million.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$185,726,227 as of October 2026, filing dated April 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 10. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $185,726,227 | 10 | April 30, 2026 |
| October 2025 | $192,444,316 | 7 | May 1, 2025 |
| October 2024 | $181,293,075 | 6 | May 10, 2024 |
| October 2023 | $134,726,000 | 6 | March 30, 2023 |
| October 2022 | $112,075,000 | 6 | July 26, 2022 |
Regulatory assets under management: $112,075,000 in the October 2022 data and $185,726,227 in the October 2026 data, up 66%.
Total employees: 6 in October 2022 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 6 to 8.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ash Investment Partners, LLC (CRD 322109): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ash-investment-partners-llc-atlanta-ga-322109