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Ashoka Capital, LLC (San Mateo)


Ashoka Capital, LLC is a pension cosultant based in San Mateo. It manages $1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Ashoka Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ashoka Capital: assets under management

The assets under management (AUM) of Ashoka Capital, LLC is $1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ashoka Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Devan P. Udeshi Managing member 1 Oct 2006 75% - 100% 5269448

Based in San Mateo

The principal office where Ashoka Capital, LLC performs its advisory services is located at 400 South El Camino Real, San Mateo, CA 94402, 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 650-343-2277 or by fax 650-293-4541. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.ashokacapital.com.


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