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JV Global Capital, Inc.

JV Global Capital, Inc.. CRD 316742

J

CRD: 316742

JV Global Capital, Inc.

Houston, TX, 77056
8325280238
jvglobalcap.com
$23.3M Total AUM
$140.3K Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
SignalPeak
Established Date
08-01-2021
Office Locations
1

Office Locations

1980 Post OAK Blvd. Suite 304 Houston TX

About JV Global Capital, Inc.

JV Global Capital is a Houston-based fiduciary advisor providing holistic financial planning and investment management for entrepreneurs, business owners, partners, and C-suite executives. The firm builds flexible, client-selected engagements spanning budgeting and cash flow, debt and liquidity risk management, insurance/risk protection, retirement readiness, and tax efficiency. Investment implementation includes fixed income and ETFs, with an emphasis on protecting assets and hedging volatility.

Team overview

-- AVG AGE
$11.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Meridian prime Pioneer Optima zenith Timber delta Atlas Meridian Wave Wave element Signal Element Peak ember

Client Personas

Bridge delta Harbor north Pathway

Custodian

Pathway element Quantum Timber Harbor Capital eagle Peak

Investment Themes

Legacy Pioneer timber Catalyst radial Signal insight Catalyst harbor

Investment Vehicles

Pathway element Alpha matrix

Platform

Ember radial

Services

Insight Zenith wave Wave signal Timber beacon Radial delta Unison North Frontier zenith Pioneer north

Technology

Insight ridge Glacier

Owner & Executives

J

Jeffrey Alexander Franco

Chief Compliance Officer, Chief Investment Officer

CRD
#7999779
Ownership
Less than 5%
(613) 723-9746
vital.momentum@embercapital.com
in linkedin.com/in/matrix-element
R

Ricardo Javier Gil Chaveznava

Secretary

CRD
--
Ownership
Less than 5%
(652) 563-3690
prime.pioneer@foundationcapital.com
in linkedin.com/in/value-momentum
V

Vital radial

Delta focus

CRD
#12109
Ownership
29.0%
(413) 258-4565
matrix.alpha@primecapital.com
in linkedin.com/in/matrix-prime

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $140,259 --
Non-Discretionary $23,140,600 --
Total $23,280,859 --

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Separately Managed Accounts

Total SMA Asset: $23,280,859

$23.3M Total SMA
Public Funds:
43.5%
Equity - Exchange:
22.9%
U.S. Government/Agency:
23.0%
Cash:
10.6%
Asset class Assets Assets %
Public Funds $2,218,668,217 43.5%
Equity - Exchange $1,167,988,555 22.9%
U.S. Government/Agency $1,173,088,942 23.0%
Cash $540,640,991 10.6%
Total $5,100,386,705 100.0%

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