James A. Jimenez

Overview

James A. Jimenez operates a sole proprietorship that is registered as an institutional registered investment adviser. The practice serves institutional clients and is paid on a percentage-of-assets-under-management basis. The firm's stated advisory activity centers on the selection of other advisers, functioning as a capital allocator rather than a traditional discretionary manager. The adviser does not position itself as an ESG investor and is not registered as a multi-state adviser. SEC registration year is not provided. Reporting indicates the business is structured for individual ownership and focuses on allocating institutional capital through relationships with outside managers.

Assets & Accounts

Investments & Alternatives