Know what you own
Research is the starting point for every investment decision.
Pennsylvania-registered investment adviser
Invest in where
the world is going.
A thoughtful, long-term approach to equity investing—grounded in careful research, disciplined decisions, and a clear understanding of each family’s goals.
Long-term capital appreciationClarity for the journey
01 How we think
Prudence in the process. Patience in the portfolio.
Good investing asks us to
look beyond the moment.
Ashram Capital manages equity-oriented portfolios for individuals and families with long horizons. We seek businesses with durable potential, while recognizing that growth investing can involve meaningful volatility and periods of uncertainty.
Each relationship begins with the investor: their objectives, time horizon, liquidity needs, and comfort with risk. Those details shape a portfolio and guide decisions as conditions change.
Match risk to purpose
Portfolio choices are considered in the context of the client’s plan.
Give ideas time
A long-term perspective helps keep short-term noise in context.
02 Portfolio construction
A flexible structure, built around you
Four roles.
One coherent portfolio.
Portfolios may draw from four complementary components. Their relative size and composition depend on each client’s circumstances and may change over time.
Core Compounders
Established, high-quality businesses intended to anchor long-term growth.
Emerging Core
Businesses with meaningful growth potential and a developing record of execution.
New Frontiers
Selective exposure to emerging opportunities with higher uncertainty and risk.
Optionality
Where suitable, a limited role for covered calls or cash-secured puts on securities the firm is willing to own.
Client portfolios are managed without margin or leverage. Options are not appropriate for every client and involve additional risks.
03 Who we serve
A focused advisory relationship
For families who
can take the long view.
Ashram Capital primarily serves individuals and families seeking long-term capital appreciation and a direct relationship with their investment adviser.
The approach may suit investors who can tolerate equity market fluctuations, have a multi-year time horizon, and maintain adequate resources for near-term spending outside the managed portfolio.
Talk through your goals04 Account-group performance
Actual account-group results · Net of advisory fees
A record in progress.
A long-term perspective.
Results through Sep 30, 2026. This is a short reporting history. Returns are cumulative, not annualized, and should not be interpreted as evidence of long-term performance.
| Account group | Reporting start | September 2026Net return | Since reporting startNet return | S&P 500 total returnSince each group's reporting start | Short-term TreasuriesSGOV total return Since each group's reporting start |
|---|---|---|---|---|---|
| Conservative Growth | Jul 21, 2026 | +0.36% | +4.01% | +3.03% | +0.72% |
| Strategic Growth | Jul 2, 2026 | +0.66% | +4.65% | +2.52% | +0.91% |
| Conviction Growth | Jul 1, 2026 | +0.48% | -3.43% | +2.30% | +0.92% |
| Optionality | Jul 1, 2026 | +9.48% | +10.41% | +2.30% | +0.92% |
| All Modelled AccountsAggregate reporting group | Jul 1, 2026 | +0.62% | +3.13% | +2.30% | +0.92% |
Past performance does not guarantee future results. Investing involves risk, including loss of principal.
Source: Schwab PortfolioConnect account-group reports. These are reported results for actual managed accounts, not hypothetical model returns. Net time-weighted returns reflect advisory fees deducted from the included accounts. Actual fee arrangements may differ, and individual client returns may differ due to fees, cash flows, holdings, restrictions, and the timing of investment. The figures are account-group results, not a claim that every client earned the displayed return.
Reporting start dates are the dates shown in the source reports, not the firm's founding date. Since-start returns and their benchmarks cover each row's reporting start through Sep 30, 2026. Different start dates limit comparisons between groups. All Modelled Accounts is an aggregate reporting group, not a separate investment strategy or a statement of firm-wide performance. Rows must not be added together.
The S&P 500 total return benchmark includes reinvested dividends and does not deduct advisory fees. It is an unmanaged index that cannot be invested in directly. Its composition, risk, and cash exposure differ from the account groups, particularly Optionality, which may use options. Short-period results can be affected substantially by market conditions and portfolio positioning.
Short-term Treasury comparison: SGOV is the iShares 0-3 Month Treasury Bond ETF, used here as an investable proxy for short-term U.S. Treasury bills, not as a direct Treasury investment or an equity benchmark. Cumulative NAV total returns include reinvested distributions and fund expenses; they do not deduct Ashram advisory fees or investor taxes and trading costs. Values cover each row's start date through the as-of date, using the previous business day's NAV as the starting value. Treasury bills and equity portfolios have different risks and objectives. SGOV's share value can fluctuate and is not guaranteed. A higher return does not establish that additional risk was worthwhile. Source: BlackRock / iShares historical NAV and distribution data. A dash indicates that a verified value is not available.
ASHRAM CAPITAL
Investing with Prudence & Patience
Investing with Prudence & Patience
05 About Us
A founder-led firm
Independent thinking.
Personal commitment.
Ashram Capital is an independent investment advisory firm focused on long-term equity investing. We combine careful business research, disciplined portfolio construction, and a direct relationship with each client.
Approximately $8.0 million in assets under management as of October 13, 2026.
Ashwini “Ash” Aragam founded Ashram Capital after more than 30 years in technology and consulting, including senior architecture roles at Salesforce and Accenture. That experience informs a research-minded approach to understanding how businesses are built, how industries evolve, and where long-term change may create opportunity.
His personal investing experience helped him retire early from a high-tech career. He later chose investment advisory as a second career. Ash is the firm’s Managing Member and is responsible for investment decisions and client portfolio management.
06 Becoming a client
Clarity at every step
A thoughtful start.
A relationship built around you.
From our first conversation to portfolio implementation, we guide you through a clear, deliberate process. There is time to ask questions and understand each step.
- 01
Discover
Talk through your goals, priorities, and whether Ashram may be a fit.
- 02
Profile
Share your financial profile so we can review your accounts and existing holdings.
- 03
Plan
Evaluate suitability and identify an approach that fits your time horizon and risk profile.
- 04
Transition
Open or link Schwab accounts, coordinate transfers when needed, and review account authorizations.
- 05
Authorize & implement
Complete the agreement and approvals. Portfolio implementation begins when the required steps are complete.
Know what to expect.
Our six-page guide explains the paperwork, approximate timeline, and ongoing relationship.
Timing varies with account type, transfer complexity, and custodian processing. Options permissions are requested only when appropriate. Sensitive documents are exchanged through the agreed secure process.
07 Get in touch
A conversation starts with listening
Let’s talk about
what matters to you.
If you would like to learn more about Ashram Capital, get in touch directly.
ACAshram Capital LLC
Emailinfo@ashramcapital.com↗i
Important information
Ashram Capital LLC is a Pennsylvania-registered investment adviser. Registration does not imply a certain level of skill or training.
This website is for general informational purposes and is not an offer to provide investment advisory services or individualized investment advice. Investing involves risk, including the possible loss of principal. Equity values can fluctuate substantially. There is no assurance that any investment strategy will achieve its objectives. Past performance is not indicative of future results. Advisory services are provided only under a written agreement and after an individual suitability review. The firm’s Form ADV Part 2A and Part 2B brochures are available upon request and are provided as part of the advisory onboarding process. They contain complete information about fees, conflicts, and risks.
Ashram Capital LLC · Firm CRD #342035. View the firm’s registration record on IAPD, the public database for SEC- and state-registered investment advisers.
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