FJ Capital Management LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$108M
Accounts
10
Employees
18
Advisory reps
3

Firm details

Headquarters
Mclean, Virginia
CRD number
158049
Registered since
December 10, 2013
Custodians
MORGAN STANLEY & CO. LLC, BARCLAYS BANK PLC, BOFA SECURITIES, INC., GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.17%
  • Other30.83%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FJ Capital Management LLC is a privately owned investment manager registered with the SEC since 2013 that operates as a multifunctional fund manager with hedge fund and private equity activity. The firm serves institutional clients and charges a mix of percentage-of-AUM and performance-based fees. Its regulatory and operating posture includes CPO/CTA activity and portfolio management for pooled investment vehicles; it also acts as sponsor, general partner, and managing member of pooled funds. The firm’s mandate emphasizes equities but extends into alternative strategies. FJ Capital is not positioned as an ESG-focused manager and is organized as a limited liability company under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Jeffrey Kashdin

    Jeffrey Kashdin

    Chief Operating OfficerCRD 5463095

Contacts

2 of 2
  • Martin Friedman

    Martin Friedman

    Co-Founder & Managing MemberCRD 1917123

  • Andrew Jose

    Andrew Jose

    Co-Founder, Managing Partner and CCOCRD 3277190

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mclean, VA

Fairfax

Location

Mclean, VA

Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
7901 Jones Branch Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth