Investment adviser · CRD 130180

ASHDON INVESTMENT MANAGEMENT, LLC

Investment adviser filing (IA)

TULLAHOMA, TN, United States · Form ADV filed Mar 2, 2026

Regulatory AUM
$425M
Form ADV · Item 5.F
Client accounts
170
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals16$386,170,71990.9%
CharitiesFewer than 5$21,753,9155.1%
Individuals47$17,130,9444.0%
Filing source

Form ADV 2060858 · Mar 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ASHDON SELECT MANAGER TRUSTHedge Fund · Last reported Feb 27, 2015$37.6MGross asset value
Fund administrator BNY MELLON OF NEW ENGLAND EVERETT, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ELLIOTT DAVIS DECOSIMO CHATTANOOGA, Tennessee, United States
Custodian BNY MELLON OF NEW ENGLAND EVERETT, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-1484901081
Reported beneficial owners
4
Minimum commitment
$1M

Form ADV 880317 · Feb 27, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 2, 2026. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

214 EAST GRUNDY STREET
TULLAHOMA, TN, 37388, United States

CRD 130180

Filing source

Form ADV 2060858 · Mar 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.