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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-05-2025
- Office Locations
- 1
Office Locations
About JFD Capital, LLC
JFD Capital is a California-registered, long-only investment adviser serving accredited investors, building concentrated portfolios (typically 10-20 names) of high-quality public companies purchased at meaningful discounts to intrinsic value. The firm uses a proprietary multi-stage research process and rigorously monitors holdings. Founder-led with a sole decision-maker, direct client access, and personal capital invested alongside clients; custodied at Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
John Dowling
Chief Compliance Officer, Managing Member
- CRD
- #8037493
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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