Ajax Health Management Company, LLC
Ajax Health Management Company, LLC is a fee-only, SEC-registered investment adviser in Menlo Park, California, registered with the SEC since 2026. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.
Source: SEC Form ADV · CRD #340280 · SEC #801-135675 · SEC-registered since 2026 (0 yrs) · Last filing data January 1, 2026
- AUM
- Not reported
- Fee model
- Fee-only
- Clients
- Not reported
- Employees
- 20
as of 2026
per Form ADV 5.E
Form ADV 5.C — may be institutional
13 advisers
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Overview
AI-generated summary
Ajax Health Management Company, LLC is a fee-only, SEC-registered investment adviser based in Menlo Park, California. It did not report regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.
This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.
Firm details
- CRD #
- 340280
- SEC #
- 801-135675
- Headquarters
- Menlo Park, CA
- Employees
- 20
Clients served
Client types not reported on this filing.
Fees & compensation
- Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
- Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
- Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
- Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.
Disclosures
Ajax Health Management Company, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.
Frequently asked questions
Is Ajax Health Management Company, LLC a fiduciary?+
Yes. Ajax Health Management Company, LLC is an SEC-registered investment adviser (CRD #340280), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.
How is Ajax Health Management Company, LLC compensated?+
Ajax Health Management Company, LLC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.
How much money does Ajax Health Management Company, LLC manage?+
Ajax Health Management Company, LLC did not report regulatory assets under management on its most recent Form ADV. See the SEC IAPD record for details.
Does Ajax Health Management Company, LLC have any disclosures?+
Ajax Health Management Company, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.
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This profile is generated from publicly available SEC filings. Ajax Health Management Company, LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.