$39.5M Total AUM
$37.8M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS · JP Morgan · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2005
- Office Locations
- 1
Office Locations
-- Houston TX
About JLJ Capital Management, LLC
JLJ Capital Management, LLC is a Houston-based RIA. The firm has been operating for 20 years. Managing $39.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and JP Morgan. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$39.5M AVG AUM / ADVISOR
$394.5K AVG AUM / CLIENT
20.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Accredited Investors
Bridge
Asset Classes
Prime zenith Prime
Custodian
Foundation catalyst Capital pioneer Vector Zenith
Investment Themes
Delta optima
Investment Vehicles
Capital harbor
Platform
Vector
Services
Unison Foundation Element alpha Fusion atlas
Owner & Executives
J
JAMIE LYNN JOHNSON
Chief Compliance Officer, Owner, President
- CRD
- #2444670
- Ownership
- 75% or more
(609) 869-9977
wave.horizon@harborcapital.com
in linkedin.com/in/vector-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,778,146 | -- |
| Non-Discretionary | $1,673,167 | -- |
| Total | $39,451,313 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,451,313
Equity - Exchange:
26.5% Cash:
29.4% Corporate - Investment Grade:
28.6% Municipal Bonds:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,070,658,414 | 26.5% |
| Cash | $1,187,824,807 | 29.4% |
| Corporate - Investment Grade | $1,155,503,043 | 28.6% |
| Municipal Bonds | $626,234,167 | 15.5% |
| Total | $4,040,220,431 | 100.0% |