SourcingSourcing

ASHE CAPITAL MANAGEMENT, LP

C41
CRD 169616·SEC 801-79065·ENGLEWOOD CLIFFS, NJ
AUM
$1.04B
$1B+
Est. Revenue
$10.4M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASHE CAPITAL MANAGEMENT, LP
CRD
169616
SEC file #
801-79065
EIN
462983914
DBA names
—

Economics

AUM
$1.04B
AUM band
$1B+
AUM trajectory
'20'26
$1.25B → $1.04B▼ -17%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
ENGLEWOOD CLIFFS NJ
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLASS, STEPHEN, MICHAEL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BLASS, STEPHEN, MICHAEL
CROWLEY, WILLIAM, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001632715
Edgar Registered
Yes
Edgar Filing Count
82
Edgar First Filing Date
2015-02-17
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
49
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001172661-26-002047
Edgar Former Names
Ashe Capital Management, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust4
E*trade4
Edgar Addresses
Mailing
530 SYLVAN AVE.SUITE 101ENGLEWOOD CLIFFS, NJ 07632
Business
530 SYLVAN AVE.SUITE 101ENGLEWOOD CLIFFS, NJ 07632
Edgar EIN
462983914
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-002047
13F-HR2026-02-17 · 0001172661-26-000875
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5605392
Trust Company Affiliate
No

People (3)

3
BLASS, STEPHEN, MICHAEL
Direct Owner · 37.5%
5605392
CROWLEY, WILLIAM, CHARLES
Direct Owner · 37.5%
1659558
HARKER, WILLIAM, RICHARD
Direct Owner · 37.5%
2661000