Blue Jasper Capital LLC
Firm details
- Headquarters
- Clermont, Florida
- CRD number
- 319757
- Website
- bluejaspercapital.com
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals43.52%
- HNWI39.34%
- Pooled Investment Vehicles16.3%
- Charitable Organizations0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Blue Jasper Capital LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee model is flexible: it charges percentage-of-AUM fees and also uses hourly, fixed, and performance-based arrangements. The firm identifies as an active ESG investor, which factors into how it selects public and private exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Derivatives10%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Colin Myers
Founder & CEOCRD 6847067
Contacts
3 of 4Todd Heckman
Investment StrategistCRD 1685089
John Copeland
DirectorCRD 7674709
Grayson Bishop
Wealth Management AssociateCRD 7861581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clermont, FL
Lake
Location
Clermont, FL
Headquartered in Clermont, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Lake
- Address
- 743 8th St
- Time zone
- ET (UTC-5)
- Office locations
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