$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2024
- Office Locations
- 1
Office Locations
-- Tallahassee FL
About MJS Investment Partners LLC
MJS Investment Partners LLC is a boutique, founder-led advisory firm behind the Twenty Punch Investments Substack, publishing research focused on buying quality companies at cheap prices. The firm provides portfolio management and financial planning for retail clients, with portfolios primarily implemented via ETFs and held at Interactive Brokers and Merrill Lynch.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Accredited Investors
Atlas
Asset Classes
Ridge radial
Investment Vehicles
Unison
Services
Atlas pioneer Eagle Delta meridian Alpha peak
Owner & Executives
M
MICHAEL JAMES SLADE
Managing Member
- CRD
- #5872676
- Ownership
- 75% or more
(580) 837-8177
summit.horizon@zenithcapital.com
in linkedin.com/in/legacy-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,085,297 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,085,297 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,085,297
Equity - Exchange:
24.6% Cash:
75.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $161,637,888 | 24.6% |
| Cash | $495,426,698 | 75.4% |
| Total | $657,064,586 | 100.0% |