JJP Capital Management, Inc.
Firm details
- Headquarters
- Columbia, Missouri
- CRD number
- 105374
- Registered since
- March 5, 1984
- Website
- www.jjpcapital.com
- Custodians
- MORGAN STANLEY & CO. LLC, OPPENHEIMER & CO. INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.99%
- Individuals19.07%
- Charitable Organizations2.89%
- Corporations / Businesses0.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JJP Capital Management, Inc. is a small, fee-based advisory firm focused on portfolio management for individual and family clients and small businesses. The firm runs discretionary equity-heavy strategies, with a clear tilt toward private or non-exchange traded equity positions. Its business model centers on managing concentrated equity exposure for a limited client base rather than running broad institutional mandates, and it charges fees as a percentage of assets under management. Investment preferences are equity-oriented: the firm lists equities as its preferred asset class and allocates the bulk of client capital to non-exchange traded equity instruments. Liquidity-managed public securities and exchange-traded instruments appear to play a supporting role for cash management and tactical exposure, while alternatives—specifically real estate—are used as an external allocation for diversification.
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
- Non-Exchange Traded Equities90%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3Jordon Pascucci
Registered Investment AdvisorCRD 8102707
Garrard Banks
Investment Advisor RepresentativeCRD 3071054
Christopher Pascucci
DirectorCRD 4388909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Columbia, MO
Boone
Location
Columbia, MO
Headquartered in Columbia, MO, anchoring the Columbia-Moberly-Mexico, MO metro in the Midwest.
- Metro area
- Columbia-Moberly-Mexico, MO
- Region
- Midwest
- County
- Boone
- Address
- 112 S College Ave
- Time zone
- CT (UTC-6)
- Office locations
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