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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2010
- Office Locations
- 1
Office Locations
About SJ Capital Management LLC
SJ Capital Management is an independent, fee-only RIA based in New Jersey serving clients nationwide. The firm provides investment second opinions and comprehensive financial planning that integrates portfolio management with retirement strategy, with an emphasis on minimizing taxes and investment fees. It does not accept commissions or product incentives and cites no outside conflicts or investment banking relationships.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SANJIV MAHENDRA JHAVERI
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2271609
- Ownership
- 75% or more
DEEPAL S JHAVERI
Chief Investment Officer, President
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,268,445 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,268,445 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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