Ashram Capital LLC

Ashram Capital LLC provides discretionary investment management primarily to individuals and families and may work with high‑net‑worth individuals, trusts, estates, and business entities when appropriate. The firm manages approximately $5.1 million in discretionary assets across about 33 client accounts and does not provide financial planning, tax, or legal services.

The Adviser pursues long‑term capital appreciation through an equity‑focused, high‑conviction approach grounded in fundamental research and a structured suitability process that produces an Investment Policy Statement for each client. Portfolios are constructed across four components — Core Compounders, Emerging Core, New Frontiers, and Optionality — and may, where suitable, use limited options strategies such as covered calls and cash‑secured puts; the firm does not use margin or leverage.

Although the firm reports a single advisory professional, it is not organized as a solo practitioner, which is less common among independent advisors. The principal’s participation in a separate member‑owned investment club (a disclosed potential conflict), the firm’s limited custody solely for fee deduction, and the adviser’s practice of not voting client proxies are notable operational features prospective clients may want to evaluate.