AST Investment Services, Inc.

AST Investment Services is structured as a multi-family office. It provides investment advisory, financial planning, and wealth management services to multiple families, rather than serving just one. This allows clients to benefit from pooled resources and institutional-level strategies typically out of reach for individual families.

In addition to investment management, AST Investment Services provides financial planning, tax advisory, estate planning, and philanthropic advisory. The firm acts as a comprehensive wealth manager for its client families, coordinating all aspects of financial life through a single platform.

AST Investment Services does not publicly name its key principals, which is common for private family offices. The firm's SEC registration may list officers, but those names are not widely published. For due diligence, one would need to consult regulatory filings or the firm directly.

No, AST Investment Services does not publicly disclose its AUM, investment performance, or portfolio holdings. This level of privacy is standard in the family office industry. Only limited information is available through SEC registration, such as the firm's legal structure and advisory activities.

While exact asset allocation is not public, as a multi-family office it likely invests across a broad range of asset classes including public equities, fixed income, private equity, real estate, and hedge funds. The firm may also engage in direct investments and co-investments alongside its family clients.