Ajax Health Management Company, LLC: new SEC registration, $215M AUM, Menlo Park, CA
Ajax Health Management Company, LLC (Menlo Park, California): new SEC registration, $215M AUM, Menlo Park, CA. Its amount of 215 is above the median of 134 (69th percentile). Dated 222 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 215 · 69th percentile of 1,149 NewRiaPulse records · 1.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Ajax Health Management Company, LLC |
| Legal name | Ajax Health Management Company, LLC |
| CRD | 340280 |
| Status | Approved |
| Registered with the SEC | 2026-03-27 |
| Latest Form ADV filing | 2026-07-23 |
| Location | Menlo Park, CA, United States |
| Regulatory AUM | $214,502,129 |
| Accounts | 2 |
| Employees | 19 |
| Website | https://ajaxhealth.com/ |
| amount percentile | 69th of 1,149 (median 134, 1.6x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Ajax Health Management Company, LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Ajax Health Management Company, LLC's amount: 69th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $215M under management.
- Website on file.
What is the NewRiaPulse record for Ajax Health Management Company, LLC in Menlo Park, California?
Ajax Health Management Company, LLC received SEC registration as an investment adviser (2026-03-27) with $214,502,129 in regulatory assets under management, based in Menlo Park, CA.
How does Ajax Health Management Company, LLC compare to other California NewRiaPulse records?
Its amount of 215 sits in the upper half (69th percentile) of 1,149 records; the median is 134. It is 222 days old; check the official source for later updates before acting.
Ajax Health Management Company, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Ajax Health Management Company, LLC | Menlo Park, CA | 215 | 69th | 2026-03-27 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.