$114.6M Total AUM
$111.8M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value ridge
- Established Date
- 07-31-2018
- Office Locations
- 1
Office Locations
-- Miami FL
About Ajax Capital LLC
AJAX Capital LLC (AJAX Partners) is a Miami-based investment adviser with a real estate platform focused on value-add and development across office, industrial, and multifamily properties. The team cites 100+ years of combined experience and $25B+ in transactions, and also builds client portfolios using ETFs, mutual funds, and fixed income across retail and institutional relationships, including custody at Charles Schwab.
Team overview
-- AVG AGE
$114.6M AVG AUM / ADVISOR
$22.9M AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Matrix Pioneer delta Element ridge
Client Personas
Frontier wave
Custodian
Quantum catalyst
Investment Themes
Prime horizon Optima
Investment Vehicles
Beacon insight
Services
Wave Signal Element Timber north Element unison
Technology
Crest
Owner & Executives
J
JAIME Andres OROZCO
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #5096958
- Ownership
- 75% or more
(332) 395-8849
meridian.crest@timbercapital.com
in linkedin.com/in/zenith-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,822,505 | $11,182,251 |
| Non-Discretionary | $2,736,986 | $684,247 |
| Total | $114,559,491 | $8,182,821 |
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Separately Managed Accounts
Total SMA Asset: $114,559,491
Public Funds:
35.6% Equity - Exchange:
16.2% Cash:
11.8% U.S. Government/Agency:
36.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $430,617,520 | 35.6% |
| Equity - Exchange | $195,955,164 | 16.2% |
| Cash | $142,732,773 | 11.8% |
| U.S. Government/Agency | $440,294,318 | 36.4% |
| Total | $1,209,599,775 | 100.0% |