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 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
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 1
Matthew Powalski
CFOCRD 7421488
Contacts
3 of 5
Taylor 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
$39.4M in ETFs
100%
$39.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $38.8M | 51,888 | 98.54% |
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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