ASHFORD CAPITAL MANAGEMENT INC

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Ashford Capital Management is based out of Wilmington. Ashford Capital Management is a large advisory firm with 89 clients and discretionary assets under management (AUM) of $884,876,187 (Form ADV from 2019-04-17). Their last reported 13F filing for Q3 2019 included $691,729,000 in managed 13F securities and a top 10 holdings concentration of 38.34%. Ashford Capital Management's largest holding is Meta Financial Group Inc with shares held of 1,036,740. Whalewisdom has at least 80 13F filings, and 178 13G filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $691.729 Million
  • Prior Market Value $746.693 Million
  • New Purchases5 stocks
  • Additional Purchases35 stocks
  • Sold out of6 stocks
  • Reduced holdings in34 stocks
  • Top 10 Holdings % 38.34 %
  • Turnover % [1]:11.34%
  • Turnover Alt % [2]: 9.55 %
  • Time Held Top20:9.80 quarters
  • Time Held Top10:2.80 quarters
  • Time Held All:20.29 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -7.58%
Performance Last 4 Quarters: -12.63%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR/A (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR/A (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR/A (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR/A (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ASHFORD CAPITAL MANAGEMENT INC
Classified as Hedge Fund
ONE WALKERS MILL ROAD
WILMINGTON DE    19807-2317
Country: United States

Business Phone: 302-655-1750
Fax: 302-655-4641
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 89
Amount of client funds and securities by related persons: 241,092,000
Total Number of clients from related persons: 4
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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ASHFORD CAPITAL MANAGEMENT INC

ownership team - last updated 2019-04-17
Name Title Start Date Direct/Indirect % Ownership
PETRUCCI, ANTHONY, MARK CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, DIRECTOR (CLASS B SHARES) 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CONSULTING GROUP, INC. CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER direct 2005-07-01
ASHFORD CAPITAL MANAGEMENT INC CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, DIRECTOR (CLASS B SHARES) direct 2007-10-01
ASHFORD CONSULTING GROUP, INC. DIRECTOR direct 2013-09-01
ASHFORD CAPITAL MANAGEMENT INC TREASURER direct 2001-04-01 2004-09-29
ASHFORD CAPITAL MANAGEMENT INC TREASURER/COMPLIANCE OFFICER direct 2001-04-01 2004-11-23
ASHFORD CAPITAL MANAGEMENT INC TREASURER & CHIEF COMPLIANCE OFFICER direct 2001-04-01 2005-02-16
ASHFORD CAPITAL MANAGEMENT INC TREASURER & CHIEF COMPLIANCE OFFICER (CLASS B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CONSULTING GROUP, INC. TREASURER & CHIEF COMPLIANCE OFFICER direct 2005-07-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER (CLASS B SHARES) direct 2007-10-01 2014-01-16
HORAN, LOUISE, VICTORIA VICE PRESIDENT, OPERATIONS (CLASS B SHARES) 04/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT, OPERATIONS (CLASS B SHARES) direct 2001-04-01
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT, OPERATIONS direct 2001-04-01 2005-06-15
ASHFORD, THEODORE, H., III CHIEF EXECUTIVE OFFICER, DIRECTOR, CO-CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) 01/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC CHIEF EXECUTIVE OFFICER, DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) direct 2011-10-01
ASHFORD CONSULTING GROUP, INC. DIRECTOR direct 2013-09-01
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER direct 2001-04-01 2004-12-03
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER (CLASS A&B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) direct 2007-10-01 2011-11-28
ASHFORD, THEODORE, H CHAIRMAN, DIRECTOR (CLASS A SHARES) 10/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ASHFORD CONSULTING GROUP, INC. CHAIRMAN, DIRECTOR & C.E.O. (CLASS A & CLASS B SHS) direct 2004-04-01
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, DIRECTOR (CLASS A SHARES) direct 2011-10-01
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR direct 2001-04-01 2004-12-03
ASHFORD CONSULTING GROUP, INC. CHAIRMAN & C.E.O. direct 2004-04-01 2005-09-16
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2011-11-28
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2012-12-11
ASHFORD CONSULTING GROUP, INC. CHAIRMAN & C.E.O. (CLASS A & CLASS B SHS) direct 2004-04-01 2013-11-29
PETKO, JOSEPH, FRANCIS VICE PRESIDENT & CO-CHIEF INVESTMENT OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2008-10-01
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2001-06-01 2004-12-03
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT (CLASS B SHARES) direct 2001-06-01 2007-12-03
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT & DIRECTOR OF RESEARCH (CLASS B SHARES) direct 2008-10-01 2014-11-25

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
OSPREY INVESTMENT PARTNERS, L.P. United States 805-4298038770 Hedge Fund 20,563,157 1,000,000
ASHFORD CAPITAL PARTNERS, L.P. United States 805-7049216270 Hedge Fund 171,794,464 1,000,000
ANVIL INVESTMENT ASSOCIATES, LP United States 805-4838578718 Hedge Fund 33,100,858 1,000,000
ASHFORD INSTITUTIONAL GROWTH FUND, LLC United States 805-6439057814 Hedge Fund 15,633,859 1,000,000

ASHFORD CAPITAL MANAGEMENT INC

ownership team - last updated 2019-01-31
Name Title Start Date Direct/Indirect % Ownership
HORAN, LOUISE, VICTORIA VICE PRESIDENT, OPERATIONS (CLASS B SHARES) 04/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT, OPERATIONS (CLASS B SHARES) direct 2001-04-01
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT, OPERATIONS direct 2001-04-01 2005-06-15
ASHFORD, THEODORE, H., III CHIEF EXECUTIVE OFFICER, DIRECTOR, CO-CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) 01/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC CHIEF EXECUTIVE OFFICER, DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) direct 2011-10-01
ASHFORD CONSULTING GROUP, INC. DIRECTOR direct 2013-09-01
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER direct 2001-04-01 2004-12-03
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER (CLASS A&B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) direct 2007-10-01 2011-11-28
ASHFORD, THEODORE, H CHAIRMAN, DIRECTOR (CLASS A SHARES) 10/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ASHFORD CONSULTING GROUP, INC. CHAIRMAN, DIRECTOR & C.E.O. (CLASS A & CLASS B SHS) direct 2004-04-01
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, DIRECTOR (CLASS A SHARES) direct 2011-10-01
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR direct 2001-04-01 2004-12-03
ASHFORD CONSULTING GROUP, INC. CHAIRMAN & C.E.O. direct 2004-04-01 2005-09-16
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2011-11-28
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2012-12-11
ASHFORD CONSULTING GROUP, INC. CHAIRMAN & C.E.O. (CLASS A & CLASS B SHS) direct 2004-04-01 2013-11-29
PETRUCCI, ANTHONY, MARK CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, DIRECTOR (CLASS B SHARES) 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CONSULTING GROUP, INC. CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER direct 2005-07-01
ASHFORD CAPITAL MANAGEMENT INC CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, DIRECTOR (CLASS B SHARES) direct 2007-10-01
ASHFORD CONSULTING GROUP, INC. DIRECTOR direct 2013-09-01
ASHFORD CAPITAL MANAGEMENT INC TREASURER direct 2001-04-01 2004-09-29
ASHFORD CAPITAL MANAGEMENT INC TREASURER/COMPLIANCE OFFICER direct 2001-04-01 2004-11-23
ASHFORD CAPITAL MANAGEMENT INC TREASURER & CHIEF COMPLIANCE OFFICER direct 2001-04-01 2005-02-16
ASHFORD CAPITAL MANAGEMENT INC TREASURER & CHIEF COMPLIANCE OFFICER (CLASS B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CONSULTING GROUP, INC. TREASURER & CHIEF COMPLIANCE OFFICER direct 2005-07-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER (CLASS B SHARES) direct 2007-10-01 2014-01-16
PETKO, JOSEPH, FRANCIS VICE PRESIDENT & CO-CHIEF INVESTMENT OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2008-10-01
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2001-06-01 2004-12-03
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT (CLASS B SHARES) direct 2001-06-01 2007-12-03
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT & DIRECTOR OF RESEARCH (CLASS B SHARES) direct 2008-10-01 2014-11-25

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
OSPREY INVESTMENT PARTNERS, L.P. United States 805-4298038770 Hedge Fund 20,563,157 1,000,000
ASHFORD CAPITAL PARTNERS, L.P. United States 805-7049216270 Hedge Fund 171,794,464 1,000,000
ANVIL INVESTMENT ASSOCIATES, LP United States 805-4838578718 Hedge Fund 33,100,858 1,000,000
ASHFORD INSTITUTIONAL GROWTH FUND, LLC United States 805-6439057814 Hedge Fund 15,633,859 1,000,000

ASHFORD CAPITAL MANAGEMENT INC

ownership team - last updated 2018-12-04
Name Title Start Date Direct/Indirect % Ownership
HORAN, LOUISE, VICTORIA VICE PRESIDENT, OPERATIONS (CLASS B SHARES) 04/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT, OPERATIONS (CLASS B SHARES) direct 2001-04-01
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT, OPERATIONS direct 2001-04-01 2005-06-15
ASHFORD, THEODORE, H., III CHIEF EXECUTIVE OFFICER, DIRECTOR, CO-CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) 01/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC CHIEF EXECUTIVE OFFICER, DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) direct 2011-10-01
ASHFORD CONSULTING GROUP, INC. DIRECTOR direct 2013-09-01
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER direct 2001-04-01 2004-12-03
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER (CLASS A&B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) direct 2007-10-01 2011-11-28
ASHFORD, THEODORE, H CHAIRMAN, DIRECTOR (CLASS A SHARES) 10/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ASHFORD CONSULTING GROUP, INC. CHAIRMAN, DIRECTOR & C.E.O. (CLASS A & CLASS B SHS) direct 2004-04-01
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, DIRECTOR (CLASS A SHARES) direct 2011-10-01
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR direct 2001-04-01 2004-12-03
ASHFORD CONSULTING GROUP, INC. CHAIRMAN & C.E.O. direct 2004-04-01 2005-09-16
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2011-11-28
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2012-12-11
ASHFORD CONSULTING GROUP, INC. CHAIRMAN & C.E.O. (CLASS A & CLASS B SHS) direct 2004-04-01 2013-11-29
PETRUCCI, ANTHONY, MARK CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, DIRECTOR (CLASS B SHARES) 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CONSULTING GROUP, INC. CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER direct 2005-07-01
ASHFORD CAPITAL MANAGEMENT INC CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, DIRECTOR (CLASS B SHARES) direct 2007-10-01
ASHFORD CONSULTING GROUP, INC. DIRECTOR direct 2013-09-01
ASHFORD CAPITAL MANAGEMENT INC TREASURER direct 2001-04-01 2004-09-29
ASHFORD CAPITAL MANAGEMENT INC TREASURER/COMPLIANCE OFFICER direct 2001-04-01 2004-11-23
ASHFORD CAPITAL MANAGEMENT INC TREASURER & CHIEF COMPLIANCE OFFICER direct 2001-04-01 2005-02-16
ASHFORD CAPITAL MANAGEMENT INC TREASURER & CHIEF COMPLIANCE OFFICER (CLASS B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CONSULTING GROUP, INC. TREASURER & CHIEF COMPLIANCE OFFICER direct 2005-07-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER (CLASS B SHARES) direct 2007-10-01 2014-01-16
PETKO, JOSEPH, FRANCIS VICE PRESIDENT & CO-CHIEF INVESTMENT OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2008-10-01
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2001-06-01 2004-12-03
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT (CLASS B SHARES) direct 2001-06-01 2007-12-03
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT & DIRECTOR OF RESEARCH (CLASS B SHARES) direct 2008-10-01 2014-11-25

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
OSPREY INVESTMENT PARTNERS, L.P. United States 805-4298038770 Hedge Fund 20,563,157 1,000,000
ASHFORD CAPITAL PARTNERS, L.P. United States 805-7049216270 Hedge Fund 171,794,464 1,000,000
ANVIL INVESTMENT ASSOCIATES, LP United States 805-4838578718 Hedge Fund 33,100,858 1,000,000
ASHFORD INSTITUTIONAL GROWTH FUND, LLC United States 805-6439057814 Other Private Fund SM. CAP LONG ONLY, NO PERF. FEE 15,633,859 1,000,000

ASHFORD CAPITAL MANAGEMENT INC

ownership team - last updated 2017-12-05
Name Title Start Date Direct/Indirect % Ownership
HORAN, LOUISE, VICTORIA VICE PRESIDENT, OPERATIONS (CLASS B SHARES) 04/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT, OPERATIONS (CLASS B SHARES) direct 2001-04-01
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT, OPERATIONS direct 2001-04-01 2005-06-15
ASHFORD, THEODORE, H., III CHIEF EXECUTIVE OFFICER, DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) 10/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC CHIEF EXECUTIVE OFFICER, DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) direct 2011-10-01
ASHFORD CONSULTING GROUP, INC. DIRECTOR direct 2013-09-01
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER direct 2001-04-01 2004-12-03
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER (CLASS A&B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER (CLASS A&B SHARES) direct 2007-10-01 2011-11-28
ASHFORD, THEODORE, H CHAIRMAN, DIRECTOR (CLASS A SHARES) 10/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ASHFORD CONSULTING GROUP, INC. CHAIRMAN, DIRECTOR & C.E.O. (CLASS A & CLASS B SHS) direct 2004-04-01
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, DIRECTOR (CLASS A SHARES) direct 2011-10-01
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR direct 2001-04-01 2004-12-03
ASHFORD CONSULTING GROUP, INC. CHAIRMAN & C.E.O. direct 2004-04-01 2005-09-16
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2011-11-28
ASHFORD CAPITAL MANAGEMENT INC CHAIRMAN, DIRECTOR (CLASS A&B SHARES) direct 2001-04-01 2012-12-11
ASHFORD CONSULTING GROUP, INC. CHAIRMAN & C.E.O. (CLASS A & CLASS B SHS) direct 2004-04-01 2013-11-29
PETRUCCI, ANTHONY, MARK CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, DIRECTOR (CLASS B SHARES) 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CONSULTING GROUP, INC. CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER direct 2005-07-01
ASHFORD CAPITAL MANAGEMENT INC CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, DIRECTOR (CLASS B SHARES) direct 2007-10-01
ASHFORD CONSULTING GROUP, INC. DIRECTOR direct 2013-09-01
ASHFORD CAPITAL MANAGEMENT INC TREASURER direct 2001-04-01 2004-09-29
ASHFORD CAPITAL MANAGEMENT INC TREASURER/COMPLIANCE OFFICER direct 2001-04-01 2004-11-23
ASHFORD CAPITAL MANAGEMENT INC TREASURER & CHIEF COMPLIANCE OFFICER direct 2001-04-01 2005-02-16
ASHFORD CAPITAL MANAGEMENT INC TREASURER & CHIEF COMPLIANCE OFFICER (CLASS B SHARES) direct 2001-04-01 2006-11-30
ASHFORD CONSULTING GROUP, INC. TREASURER & CHIEF COMPLIANCE OFFICER direct 2005-07-01 2006-11-30
ASHFORD CAPITAL MANAGEMENT INC CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER (CLASS B SHARES) direct 2007-10-01 2014-01-16
PETKO, JOSEPH, FRANCIS VICE PRESIDENT & DIRECTOR OF RESEARCH 10/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2008-10-01
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2001-06-01 2004-12-03
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT (CLASS B SHARES) direct 2001-06-01 2007-12-03
ASHFORD CAPITAL MANAGEMENT INC VICE PRESIDENT & DIRECTOR OF RESEARCH (CLASS B SHARES) direct 2008-10-01 2014-11-25

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
OSPREY INVESTMENT PARTNERS, L.P. United States 805-4298038770 Hedge Fund 14,338,719 1,000,000
ASHFORD CAPITAL PARTNERS, L.P. United States 805-7049216270 Hedge Fund 129,965,333 1,000,000
ANVIL INVESTMENT ASSOCIATES, LP United States 805-4838578718 Hedge Fund 26,594,953 1,000,000

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