This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$215MItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

19

Advisory employees

12

Offices

2Schedule D 1.F, beyond the principal office

Accounts

2

SEC number

801-135675

CRD

340280

Filings on the tape

2

First filed

Mar 27, 2026

Latest filed

Jul 23, 2026

Organised

Limited Liability Company, DE

Website

ajaxhealth.com

• Occurred

  Mar 27, 2026
  Advisor owns new adviser

  William Nicholas Steiner, registered through Iconiq Capital, LLC (San Francisco, CA), is a direct owner of Ajax Health Management Company, LLC, an adviser first registered 2026-03-27

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:836973d8-4f2f-545a-368b-05194056bd72

First observed

Mar 27, 2026

Last observed

Jul 23, 2026 58 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.