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- Custodian
- Axos
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2006
- Office Locations
- 1
Office Locations
About Jasmijn Capital Management, LLC
Jasmijn Capital Management provides discretionary asset management and advisory for private clients and institutions, helping simplify financial lives and support investment policy, asset allocation, third-party manager selection, and performance and impact analysis. Portfolios are implemented via separately managed accounts and pooled investment vehicles, with an ETF-oriented toolkit and mission-aligned/impact investing where relevant. Custody supported via Axos.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
DAVID ALAN MELLING
Chief Compliance Officer, Managing Member
- CRD
- #2155672
- Ownership
- 50% but less than 75%
JORDAN VAUN SCHWARTZ
Senior Vice President
- CRD
- #6680759
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,004,440 | $212,354 |
| Non-Discretionary | $0 | -- |
| Total | $71,004,440 | $212,354 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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