A complete list of active advisors currently associated with Ajax Asset Mgmt., LLC
Warmer can help you find a great advisor at Ajax Asset Mgmt., LLC or one who fits your needs even better.
Ajax Asset Mgmt., LLC provides discretionary investment management to individuals, high‑net‑worth clients, business entities, retirement plans and nonprofit organizations through separately managed accounts and pooled investment products. The firm focuses on portfolio management and implementation rather than providing comprehensive financial planning or custodial services. Ajax pursues an unconstrained equity strategy that typically holds long positions and may use options for hedging, and also offers a fixed‑income strategy that can include U.S. Treasuries, corporate bonds and distressed debt. The firm discloses that it may employ derivatives and borrow (use margin) in separately managed accounts, and access to particular strategies is limited to clients deemed suitable under written mandates. Noteworthy features relative to peers include a small number of client relationships managing approximately $43 million in discretionary assets, the availability of performance‑based fee arrangements to qualifying clients, and the firm’s explicit use of derivatives and leverage in client accounts — all of which are uncommon among similar independent advisers. These practices introduce additional conflicts and risks (for example, incentives to take leveraged or speculative positions), which the firm addresses through written policies, custodian reporting and suitability screens.
To learn more about the advisors currently working at Ajax Asset Mgmt., LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 4
|
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