JAY Blue Capital

Overview

JAY Blue Capital is a small, privately owned limited liability company that provides discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and is organized around direct equity exposure, using exchange-traded equities as its primary allocation vehicle. JAY Blue Capital does not present itself as an ESG-focused adviser, multi-state adviser, pension consultant, or capital allocator; its business activity is narrowly concentrated on portfolio management for a small number of accounts. Investment activity shows a clear equity preference: the majority of the firm’s client capital is positioned in publicly traded, exchange-listed securities and ETFs. The firm also sources third-party alternative fund managers to gain exposure to real estate, commodities and oil & gas, indicating a willingness to supplement core equity positions with specialized private-market or commodity strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices