Ashford Capital Partners
Independent investment management for individuals, families, and foundations.
Our philosophy
Markets reward patience far more reliably than they reward prediction. Our portfolios are built on diversified, fundamentally driven strategies that we can explain plainly to every client who owns them. We take concentrated positions only where our research genuinely earns the risk, and we hold cash and high-quality bonds without apology when valuations do not compensate for it.
We are fee-transparent, fiduciary at all times, and deliberately small — 127 relationships is a number four partners can know personally. When a client calls, the person who answers manages their money. That has not changed since 2003, and it will not.
Every mandate we manage is sized, structured, and reported with the assumption that the client's grandchildren may one day read the statements. It is the only horizon we think is worth planning for.
By the numbers
Audited annually by an independent accountant. Figures as of December 31, 2025.
$840M
Assets under management
As of December 31, 2025
22
Years managing client capital
Founded in Boston, 2003
94%
Client retention over 10 years
Measured across all household relationships
127
Families, executives, and foundations served
Median relationship length: 11 years
Our team
The people who pitch your mandate are the people who manage it. Every partner below is a fiduciary on every account the firm touches.
Founder & Chief Investment Officer
Eleanor founded Ashford Capital in 2003 after eleven years at Wellington Management and Putnam Investments, where she ran multi-asset strategies for endowments and private clients. She chairs the firm’s Investment Committee and holds a B.A. in Economics from Dartmouth College.
Partner, Head of Portfolio Strategy
Marcus oversees asset allocation and tax-aware portfolio construction across all client accounts. Before joining in 2009, he spent eight years at Goldman Sachs Asset Management and qualified as a CPA. He holds an MBA from the Wharton School.
Partner, Head of Research
Priya leads the firm’s manager research and due diligence, evaluating external managers before any capital is committed. She joined in 2012 from T. Rowe Price, following four years as an equity analyst at Fidelity Investments. M.S. in Financial Mathematics, MIT.
Partner, Head of Client Advisory
Jonathan works directly with families on multigenerational planning, liquidity events, and philanthropic structures. He joined in 2007 from Bessemer Trust after six years at Northern Trust’s family office group. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Begin a conversation
First meetings are unhurried and without obligation. Tell us a little about your situation and a partner — not a salesperson — will respond within two business days.
220 Berkeley Street, Suite 1400, Boston, MA 02116
(617) 555-0142