JORDAN CAPITAL AM, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 149243
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles79%
- HNWI21%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Jordan Capital Am, LLC is a limited liability company that operates as a hedge-fund-style adviser serving both high-net-worth individuals/families and institutional clients. The firm provides portfolio management for individual and small-business clients as well as for pooled investment vehicles. Its compensation includes both a percentage-of-assets component and performance-based fees. The adviser is not positioned as an ESG-focused manager, does not identify as a multi-state or newly formed adviser, and is not documented as a pension consultant or related adviser. The firm is not described as a capital allocator.
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
- Exchange Traded Equities100%
Contacts
3 of 3GARDINER GARRARD
OwnerCRD 5634882
GUNBY GARRARD
Managing MemberCRD 5634884
VADZIM YAZVINSKI
FounderCRD 4779940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3500 Piedmont Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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