Ash Park Capital LLP (London)


Ash Park Capital LLP is an adviser based in London. It manages $311.51 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2018.

Ash Park Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ash Park Capital: assets under management

The assets under management (AUM) of Ash Park Capital LLP is $311.51 million, all of which is managed in discretionary accounts. $166.09 million of the total AUM is attributable to clients outside of the United States.

The firm manages $311.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $62.3 million each.

Investments

The firm invests in exchange traded securities the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ash Park Capital LLP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ash Park Capital serves?

The only and largest group of clients of Ash Park Capital is pooled investment vehicles with 4 clients and $205.71 million of assets under management. Among the 9 most similar advisory firms, Ash Park Capital has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $205.71 million for 4 clients. 40% of the firm’s clients are foreign persons or businesses.

Ash Park Capital also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $116,000.

Careers at Ash Park Capital LLP

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Manuel Stotz Partner 1 Nov 2014 75% - 100% 6462588
Jonathan Paul Fell Chief executive officer, partner 1 Nov 2015 Other 6585265
James Michael Isenwater Chief compliance officer, partner 1 Nov 2015 Other 6585268
Harold Patrick Simon Thompson Partner 1 Jul 2016 Other 6686847
Mark Richard Purdy Partner 1 Jul 2016 Other 6686851

Based in London

The principal office where Ash Park Capital LLP performs its advisory services is located at 24 Upper Brook Street, London, W1 K 7 Qb, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 (0) 203 411 6433. The normal business hours are 9.00am - 18.00pm on Monday - Friday. You can find more information about the New York firm at ashparkcapital.com.