Jssr Capital LLC

RIASEC Registered
Total AUM
$3.3M
Discretionary
$3.2M
97% of AUM
Avg account
$62.2K
Accounts
53
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
311066
Custodians
INTERACTIVE BROKERS LLC, TRADESTATION SECURITIES LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Jssr Capital LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is owned by an individual and does not classify itself as a capital allocator. Jssr Capital engages in insurance brokerage activities, which complements its advisory services. The firm does not actively pursue ESG investments and is not registered as a multi-state adviser. Its fee structure is based on a percentage of assets under management (AUM) and includes performance-based fees.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Cash & Cash Equivalents 40%, Public Funds/Mutual Funds 30%, Exchange Traded Equities 20%, Derivatives 10%40%
  • Cash & Cash Equivalents40%
  • Public Funds/Mutual Funds30%
  • Exchange Traded Equities20%
  • Derivatives10%

Contacts

1 of 1
  • Muthiah Saravanan

    Muthiah Saravanan

    Investment AdviserCRD 5767768

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth