JEI INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 169455
Firm profile
FINTRXOverview
JEI Investment Management, LLC is organized as a limited liability company and appears to operate primarily as an active manager of pooled investment vehicles rather than as a traditional registered adviser with a retail client base. The firm serves in sponsor, general partner and managing member roles for private funds, and the available records do not list a year of SEC registration. The ownership structure is individual-owned and the firm is classified as unclassified in the snapshot data. It is not identified as a capital allocator to third-party managers, nor as an active ESG investor, multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
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
Owners & executives
1 of 1JOSEPH IRELAND
Founder and CEOCRD 5149528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 12636 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
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