Targeted Capital, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Toms River, New Jersey
CRD number
125814
Fee structure
Other

Firm profile

FINTRX

Overview

Targeted Capital, LLC operates as a limited liability company and engages in various investment activities. The firm does not classify itself under a specific category, which suggests a flexible approach to investment strategies. While it does not actively pursue ESG investments, it focuses on a range of investment preferences that may include traditional asset classes and alternative investments. The firm allocates capital primarily through third-party external fund managers, indicating a reliance on external expertise for managing specific investment strategies.

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

2 of 2
  • Donald Jump

    Registered Investment AdvisorCRD 4644772

  • Kathryn Perry

    Registered RepresentativeCRD 4928999

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Toms River, NJ

Ocean

Location

Toms River, NJ

Headquartered in Toms River, NJ, 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
Ocean
Address
12 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth