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CRD 110696
WILMINGTON, DE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| THEODORE H ASHFORD | Chartered Financial Analyst | WILMINGTON, DE | 36 | 46 | n/a | no |
| CLIFFORD JOHN SHORT | n/a | WILMINGTON, DE | 8 | 24 | 5 | no |
| THEODORE H., III ASHFORD | n/a | WILMINGTON, DE | 5 | 32 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ASHFORD CAPITAL PARTNERS, L.P. | Hedge Fund | $164M | Jul 28, 2026 | 67 | Nov 28, 2011 | reported | 021-483246 |
| OSPREY INVESTMENT PARTNERS, L.P. | Hedge Fund | $31.6M | Jul 28, 2026 | 29 | Nov 24, 2014 | reported | 021-483401 |
| ASHFORD INSTITUTIONAL GROWTH FUND, LLC | Hedge Fund | $23.2M | Jul 28, 2026 | 6 | Dec 4, 2018 | reported | 021-483128 |
| ANVIL INVESTMENT ASSOCIATES, LP | Hedge Fund | $447,596 | Jul 28, 2026 | 7 | Nov 28, 2011 | reported | 021-43746 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ASHFORD, THEODORE, H | CHAIRMAN, DIRECTOR (CLASS A SHARES) | A | yes | 10/2011 | Jul 28, 2026 | Jul 28, 2026 |
| ASHFORD, THEODORE, H., III | CHIEF EXECUTIVE OFFICER, DIRECTOR, CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) | E | yes | 01/2018 | Jul 28, 2026 | Jul 28, 2026 |
| HORAN, LOUISE, VICTORIA | VICE PRESIDENT, OPERATIONS (CLASS B SHARES) | Na | yes | 04/2001 | Jul 28, 2026 | Jul 28, 2026 |
| PETRUCCI, ANTHONY, MARK | CHIEF FINANCIAL OFFICER, DIRECTOR | Na | yes | 10/2007 | Jul 28, 2026 | Jul 28, 2026 |
| PETKO, JOSEPH, FRANCIS | VICE PRESIDENT & CO-CHIEF INVESTMENT OFFICER | Na | yes | 01/2018 | Nov 28, 2011 | Dec 19, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Dec 19, 2024 | $895M | $895M | 15 | 9 | 0 | 4 | $215M |
| 2023 | Dec 18, 2023 | $792M | $792M | 15 | 9 | 0 | 4 | $227M |
| 2022 | Dec 7, 2022 | $809M | $809M | 21 | 9 | 0 | 4 | $226M |
| 2021 | Nov 29, 2021 | $1.2B | $1.2B | 15 | 9 | 0 | 4 | $368M |
| 2020 | Dec 7, 2020 | $959M | $959M | 13 | 9 | 0 | 4 | $279M |
| 2019 | Nov 25, 2019 | $771M | $771M | 13 | 9 | 1 | 4 | $217M |
| 2018 | Dec 4, 2018 | $885M | $885M | 12 | 9 | 1 | 4 | $241M |
| 2017 | Dec 5, 2017 | $701M | $701M | 12 | 9 | 1 | 3 | $171M |
| 2016 | Nov 22, 2016 | $573M | $573M | 12 | 8 | n/a | 3 | $141M |
| 2015 | Nov 18, 2015 | $504M | $504M | 11 | 7 | n/a | 3 | $134M |
| 2014 | Nov 24, 2014 | $594M | $594M | 13 | 9 | n/a | 3 | $154M |
| 2013 | Nov 22, 2013 | $590M | $590M | 14 | 10 | n/a | 2 | $147M |
| 2012 | Nov 21, 2012 | $668M | $668M | 14 | 9 | n/a | 2 | $123M |
| 2011 | Nov 28, 2011 | $677M | $677M | n/a | n/a | n/a | 2 | $151M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $966M | $792M | 22.0% | $1.2B | -7.7% | 14 | 15 | 0 | 0 |