$166.6M Total AUM
$162.1M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-21-2006
- Office Locations
- 1
Office Locations
4990 Hunters Glen DR Eugene OR
About J.p. Capital Management, Inc.
JP Capital Management, Inc. is an Eugene, OR-based RIA founded by Jason Polansky and registered in Oregon, Louisiana, and Texas. The firm serves retail and institutional clients (including entrepreneurs) with asset management and financial planning, emphasizing asset allocation and risk management, often implemented with ETF-heavy portfolios and some derivatives. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$166.6M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
19.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Accredited Investors
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
J
JASON EDGAR POLANSKY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4261122
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,074,386 | $194,111 |
| Non-Discretionary | $4,524,600 | $68,281 |
| Total | $166,598,986 | $187,882 |
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Separately Managed Accounts
Total SMA Asset: Available
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Available | Asset class | Assets | Assets % |
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| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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