$19.4M Total AUM
$19.4M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
18 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-20-2007
- Office Locations
- 1
Office Locations
-- Saratoga CA
About Jain Capital Management LLC
Jain Capital Management LLC is an independent, fee-only RIA based in Saratoga, California, serving California residents. The firm designs portfolios using a quantified, global macro approach focused on reducing volatility and improving returns, with an emphasis on options-based strategies and low-cost, tax-efficient ETFs. Public filings indicate it custodies assets at Interactive Brokers.
Team overview
-- AVG AGE
$19.4M AVG AUM / ADVISOR
$882.1K AVG AUM / CLIENT
18.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Investment Vehicles
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Services
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Owner & Executives
S
SANDEEP GAURIBHAI JAIN
Director, Managing Member
- CRD
- #5397638
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,405,633 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,405,633 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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