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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-10-2015
- Office Locations
- 1
Office Locations
About Cohen, Steven J CFA
SJC Capital LLC is a non-custodial multi-family office consultancy and California-registered RIA serving exclusive individuals and multi-generational wealth. The firm provides discrete investment management and portfolio allocation advice, building bespoke investment universes (including ethical or organizational constraints) and coordinating conflict-free referrals to specialist providers. Investment work spans public markets and allocations to private equity, venture capital, direct lending, and real estate; custody often via Interactive Brokers.
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Owner & Executives
STEVEN JASON COHEN
Associate, PRINCIPAL
- CRD
- #6546951
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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