Ahoy Capital Management LLC (Palo Alto)

Name: Ahoy Capital Management LLC
Address: 530 Lytton Avenue, Palo Alto, CA, 94301
Telephone: 650-384-9434

Ahoy Capital Management LLC is a large advisory firm based in Palo Alto. It manages $188.91 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2019.

Ahoy Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ahoy Capital Management: assets under management

The assets under management (AUM) of Ahoy Capital Management LLC is $188.91 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $188.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.78 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ahoy Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ahoy Capital Management serves?

The only and largest group of clients of Ahoy Capital Management is pooled investment vehicles with 5 clients and $188.91 million of assets under management. Among the 8 most similar advisory firms, Ahoy Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $188.91 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Ahoy Capital Management also advises several private funds. Namely, four private equity funds and one venture capital fund. The minimum investment commitment required of non-related persons ranges from $50,000 to $1,000,000.

Careers at Ahoy Capital Management LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Amy E Hershey	Chief compliance officer and chief operating officer	1 Sep 2018	Other	4402987
Christopher Alexander Douvos	Managing director	1 Sep 2018	75% - 100%	4250303

Based in Palo Alto

The principal office where Ahoy Capital Management LLC performs its advisory services is located at 530 Lytton Avenue, Palo Alto, CA 94301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-384-9434. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/ahoycapital and its LinkedIn profile.