JPL MANAGEMENT SERVICES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RYE, New York
CRD number
291242
Registered since
January 26, 2018

Firm profile

FINTRX

Overview

JPL Management Services LLC is a limited liability company that registered with the SEC in 2018 and is owned by an individual. The firm’s primary regulatory footprint and stated business activities are centered on CPO/CTA work and serving as sponsor, general partner, or managing member of pooled investment vehicles. That profile points to a manager focused on running pooled alternative strategies — organized as private funds or limited partnerships — rather than operating as a traditional discretionary RIA with retail advisory relationships. The firm does not identify as an active ESG investor, is not a multi-state adviser and is not presented as a pension consultant. Its classification is listed as unclassified, which aligns with a narrow operating model concentrated on fund management and commodity/derivative-related trading activity implied by the CPO/CTA designation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Lazar Nikolic

    Managing MemberCRD 6904279

  • JAY NICKSE

    Managing MemberCRD 4976545

  • PHILIP CHAPMAN

    Managing MemberCRD 4532878

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RYE, NY

WESTCHESTER

Location

RYE, NY

Headquartered in RYE, 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
WESTCHESTER
Address
1 Harding Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth