JLC INFRASTRUCTURE

RIASEC RegisteredEst. 2017
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$340M
Accounts
6
Employees
19
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
287638
Registered since
March 31, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles59.83%
  • State / Municipal Government38.97%
  • Insurance Companies1.21%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

JLC Infrastructure is a private equity–focused adviser that directs capital into infrastructure-related private funds and pooled vehicles for institutional clients. The firm operates as a limited liability company and has been SEC-registered since 2017. Its advisory mandate centers on managing pooled investment vehicles and providing portfolio management for businesses and institutions, and it also functions as a sponsor and general partner for the pooled vehicles it runs. Investment activity skews toward private fund structures rather than separate-account, liquid-market strategies. The firm is not an active ESG investor and does not position itself as a multi-state retail adviser; its client base is institutional and its fee model combines a percentage-of-AUM charge with performance-based fees. JLC Infrastructure maintains operational links with broker-dealers and insurance-company affiliates, which supports distribution and product structuring around its sponsored funds.

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

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • JAMES REYNOLDS

    Chairman and Chief Executive OfficerCRD 1162337

  • STEPHEN BERKELEY

    Chief Compliance OfficerCRD 5616433

  • TASHA HENDERSON

    Chief Financial OfficerCRD 4117111

Contacts

3 of 3
  • ERIC HOLOMAN

    Managing PartnerCRD 1336801

  • ROBERT KEOUGH

    Managing DirectorCRD 6314853

  • MARLON SMITH

    Managing DirectorCRD 4580001

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
600 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth