JCP Investment Management, LLC

RIASEC RegisteredEst. 2019
Total AUM
$252M
Discretionary
$252M
100% of AUM
Avg account
$8.1M
Accounts
31
Employees
6
Advisory reps
6

Firm details

Headquarters
Houston, Texas
CRD number
150635
Registered since
April 23, 2019
Website
jcpinv.com
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI54.87%
  • Pooled Investment Vehicles45.13%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

JCP Investment Management, LLC is a privately owned limited liability company that registered with the SEC in 2019 and operates as a hedge fund manager. The firm serves both high-net-worth individuals and institutional clients, providing portfolio management for individuals and small businesses as well as for pooled investment vehicles. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees, consistent with hedge-fund-style structures. The firm is active as a sponsor and general partner/managing member of pooled investment vehicles, which indicates it both manages client accounts and operates its own pooled funds. JCP does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 81%, Cash & Cash Equivalents 17%, US Government Bonds 2%81%
  • Exchange Traded Equities81%
  • Cash & Cash Equivalents17%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Matthew Powalski

    Matthew Powalski

    CFOCRD 7421488

Contacts

3 of 5
  • Taylor Rhyne

    Taylor Rhyne

    Senior Operations OfficerCRD 7923176

  • Jacob Saour

    Managing MemberCRD 7859781

  • James Pappas

    James Pappas

    ChairCRD 4858317

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$39.4M in ETFs

Passive

100%

$39.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$38.8M51,88898.54%

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1177 West Loop S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth