JCP INVESTMENT MANAGEMENT, LLC
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
FINTRXOverview
JCP Investment Management, LLC is a privately owned hedge fund-style advisory firm that registered with the SEC in 2019. The firm operates as a limited liability company under individual ownership and serves both high-net-worth individuals and institutional clients. Its advisory mandate includes portfolio management for individuals and small businesses as well as management of pooled investment vehicles; it also sponsors and acts as general partner or managing member for those pooled vehicles. The firm charges a mix of asset-based fees and performance-linked fees, reflecting a typical hedge fund compensation model. JCP is not flagged as an active ESG investor and is not positioned as a third-party capital allocator — it appears to manage proprietary strategies and pooled funds directly rather than acting primarily as an allocator to outside managers.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities81%
- Cash & Cash Equivalents17%
- US Government Bonds2%
Owners & executives
1 of 1MATTHEW POWALSKI
CFOCRD 7421488
Contacts
3 of 5Taylor Rhyne
Senior Operations OfficerCRD 7923176
Jacob Saour
Managing MemberCRD 7859781
JAMES PAPPAS
ChairCRD 4858317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$33.7M in ETFs
100%
$33.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $33.2M | 50,944 | 98.52% |
Location
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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