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- Custodian
- Invesco ยท T. Rowe Price
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2007
- Office Locations
- 1
Office Locations
About Jaguar Investment Services, LTD
Jaguar Investment Services, LTD is a Marana-based RIA. The firm has been operating for 19 years. Managing $39.7M in total assets under management, with 1 advisory representatives. They custody assets with Invesco and T. Rowe Price.
Reported data analysis
What the numbers show
Between March 21, 2011 and June 29, 2012, reported AUM decreased 7.5%, from $42.9M to $39.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on February 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOHN D. GAREAU
Chief Compliance Officer, President
- CRD
- #1656631
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,650,308 | $158,557 |
| Non-Discretionary | $0 | -- |
| Total | $39,650,308 | $158,557 |
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Separately Managed Accounts
SMA allocation detail is available
Jaguar Investment Services, LTD has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.