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AST Investment Services, Inc.
AST Investment Services, Inc. is a New York-based multi-family office registered with the SEC as an investment adviser.
AST Investment Services, Inc.
AST Investment Services, Inc. is a New York-based multi-family office registered with the SEC as an investment adviser. The firm does not publicly disclose founding details, AUM, or named principals, which is typical for a private family office structure serving a select clientele. Wealth origin has not been attributed to any specific family or entity in public records. The firm's strategy centers on customized investment management, financial planning, tax advisory, and estate planning for multiple family clients. While no specific portfolio companies, deals, or co-investors are named in public materials, the firm's registration indicates it may engage in direct investments, fund commitments, and alternative asset classes such as private equity, real estate, and hedge funds on behalf of clients. Geographic focus appears to be primarily North America, though the client base could include international families. The firm's advisory team likely consists of experienced wealth managers, though exact headcount is unconfirmed. In the last 24 months, no dated operational events have been publicly reported. AST Investment Services' structural differentiator is its multi-family office architecture, which allows small- to mid-sized wealthy families to access institutional-grade investment management, tax, and philanthropic services typically reserved for large single-family offices. This pooled model reduces costs and broadens deal flow access for clients. The firm's longevity and SEC registration position it as a stable, compliance-oriented partner for multi-generational wealth planning.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Is AST Investment Services a single-family or multi-family office?
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.
What services does AST Investment Services offer beyond investment management?
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.
Who are the key principals at AST Investment Services?
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.
Does AST Investment Services disclose its AUM or investment performance?
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.
What types of investments does AST Investment Services typically make?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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