Jcsd Capital, LLC
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 163084
- Registered since
- March 17, 2016
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles87.79%
- HNWI12.21%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Jcsd Capital, LLC is a privately held LLC that registers with the SEC and operates as a multi-strategy manager focused on pooled investment vehicles. The firm, established as an adviser in 2016, is structured to serve both high-net-worth individuals and institutional investors. Its business model centers on managing hedge fund and private equity-style pooled vehicles, and its fee schedule combines a percentage-of-assets charge with performance-based fees. The firm does not identify as an ESG-focused investor and is not flagged as a multi-state adviser.
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 Equities40%
- State & Local Bonds20%
- US Government Bonds15%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents10%
Contacts
3 of 3
Jeffrey Miller
PartnerCRD 2370893
Daniel Tachiera
CCOCRD 1128331
Steven Didion
General PartnerCRD 2179021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$23.1M in ETFs
99%
$22.8M
1%
$277K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $22.8M | 30,450 | 98.75% |
Location
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 1981 N Broadway
- Time zone
- PT (UTC-8)
- Office locations
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