A
$137.7M Total AUM
$137.7M Disc. AUM
12.9% 3Y CAGR
1 Employees
33 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-29-2013
- Office Locations
- 1
Office Locations
7 World Trade Center 250 Greenwich St., 46th Fl. NEW York, NY
About Ashbay Capital, LLC
Ashby Capital is a private equity real estate firm focused on creating and operating sustainable, design-led workplaces in the UK. The team develops office assets around four pillars—occupant lifestyle, smart building technology, sustainability initiatives, and thoughtful design—embedding features like contactless access, building apps, and energy-usage analytics to improve user experience and operational efficiency.
Team overview
-- AVG AGE
$137.7M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Horizon catalyst Ridge Harbor timber Zenith
Custodian
Signal Frontier Prime Beacon Meridian peak Prime atlas
Investment Themes
Beacon timber Horizon fusion
Investment Vehicles
Peak
Platform
Summit
Services
Glacier zenith Crest Timber bridge Optima oak
Owner & Executives
J
JONATHAN S VYORST
Chief Compliance Officer, Managing Member
- CRD
- #1747741
- Ownership
- 75% or more
(400) 392-5168
timber.atlas@fusioncapital.com
in linkedin.com/in/signal-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,737,270 | $1,700,460 |
| Non-Discretionary | $0 | -- |
| Total | $137,737,270 | $1,700,460 |
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Separately Managed Accounts
Total SMA Asset: $137,737,270
Equity - Exchange:
9.0% U.S. Government/Agency:
29.9% Cash:
19.3% Corporate - Investment Grade:
7.7% Corporate - Non-Investment Grade:
21.9% Public Funds:
12.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $392,669,760 | 9.0% |
| U.S. Government/Agency | $1,304,536,202 | 29.9% |
| Cash | $842,058,485 | 19.3% |
| Corporate - Investment Grade | $335,950,794 | 7.7% |
| Corporate - Non-Investment Grade | $955,496,415 | 21.9% |
| Public Funds | $532,285,675 | 12.2% |
| Total | $4,362,997,331 | 100.0% |