Ajd Capital, LLC (Palm Harbor)

Name: Ajd Capital, LLC
Address: 33920 U.S. Hwy. 19 N Suite 150, Palm Harbor, FL, 34684
Telephone: 727-787-4100

Ajd Capital, LLC is a large advisory firm based in Palm Harbor. It manages $35.8 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Florida.

Ajd Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting 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.

Ajd Capital: assets under management

The assets under management (AUM) of Ajd Capital, LLC is $35.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.93 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ajd Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ajd Capital, LLC

Dean Garrett Tanella has been acting as President since 1 Oct 2003. James Kendall Dilworth joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Kendall Dilworth	Managing director	1 Oct 2003	25% - 50%	4744547
Frederick Von Puhl Cooke	Coo	1 Oct 2003	Other	4744554
Dean Garrett Tanella	President	1 Oct 2003	75% - 100%	1229108

Based in Palm Harbor

The principal office where Ajd Capital, LLC performs its advisory services is located at 33920 U.S. Hwy. 19 N Suite 150, Palm Harbor, FL 34684, 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 727-787-4100 or by fax 727-772-5877. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at www.ajdcapital.com.