Jacumen Asset Management Corp.
RIAState Registered
Total AUM
$13.2M
Discretionary
$13.2M
100% of AUM
Avg account
$13.2M
Accounts
1
Employees
1
Advisory reps
4
Firm details
- Headquarters
- ,
- CRD number
- 307809
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Jacumen Asset Management Corp. is an independent, individually owned registered investment adviser organized as a corporation. The firm provides portfolio management for pooled investment vehicles and charges both a percentage-of-assets fee and performance-based fees, indicating it operates fund-style strategies rather than only traditional separately managed accounts. Jacumen identifies as neither an active ESG investor nor a multi-state adviser, and it does not present itself as a capital allocator or pension consultant.
Assets & Accounts
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
- Cash & Cash Equivalents40%
- Exchange Traded Equities30%
- Non-Investment Grade Corp Bonds30%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Kinetix Financial Planning
RIAAUM $13.2MTEAM 1REPS 1
Retire Right Planning, LLC
RIAAUM $13.2MTEAM 2REPS 2
Index Portfolio Advisors, LLC
RIAStuart, FL
AUM $13.2MTEAM 1REPS 1
Bankschannel Advisors, LLC
RIAAUM $13.2MTEAM 1REPS 1
Wallace Investments
RIANew York, NY
AUM $13.2MTEAM 1REPS 1
Faust Capital Management, LLC
RIAAUM $13.2MTEAM 1REPS 1