JEWEL INVESTMENTS

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
287640
Registered since
February 14, 2017

Firm profile

FINTRX

Overview

Jewel Investments is organized as a limited liability company and has been SEC-registered since 2017. The firm operates principally as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional advisory practice. Its filings indicate an owner who is an individual and a classification that is not mapped to a standard adviser type. Jewel Investments does not present itself as an active ESG investor and is not registered as a multi-state adviser. The firm’s activity centers on managing private pooled capital rather than maintaining a roster of advisory clients or retail accounts. That setup points to a governance and operations model oriented around fund administration, capital raising and direct oversight of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JAMES SCHAINUCK

    Managing PrincipalCRD 1447324

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
880 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth